David Raine is a registered investment advisor at Adhesion Wealth Advisor Solutions, based in Charlotte, NC, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 123 clients with $10B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2825 South Blvd, Suite 500, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the president of the Poplar Hill Homeowners Association since 2019, dedicating minimal time. He also works as an associate in sales for a seasonal family pool business, EZ Test Pool Supplies, since 2023, spending a few hours per week.
Employment History
Current Registrations
Adhesion Wealth Advisor Solutions
Previous Registrations
Wealthforge Securities, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
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