Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only
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Location

Charleston, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is the president and owner of Chalk Shot LLC, where he sells a golf instruction invention. This activity requires minimal time.

Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 10 mos
Delaware Distributors, L.P.
January 2010 - Present · 16 yrs 1 mo
Delaware Distributors, L.P.Broker
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Delaware Capital Management Advisers, INC
January 2010 - April 2020 · 10 yrs 3 mos
Lincoln Financial Distributors, INC.
February 2004 - December 2009 · 5 yrs 10 mos
Lincoln Financial Distributors, INC.Broker
January 2002 - December 2009 · 7 yrs 11 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.