Areas of Practice
Retirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
N/A
Firm Size
9 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Contact
David Alan Fowler
Location
Atlanta, GA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is involved with High Mountain Financial Coaching LLC dba High Mountain Financial Planning, where he provides financial planning and investment management services. He dedicates nearly full-time hours to this business, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
Smartpath Advisors
July 2024 - Present · 1 yr 7 mos
High Mountain Financial Planning
February 2021 - Present · 5 yrs
Previous Registrations
Origin Investment Advisory LLC
July 2022 - June 2024 · 1 yr 11 mos
Diversified Strategies LLC
May 2015 - February 2021 · 5 yrs 9 mos
Spc
April 2009 - November 2009 · 7 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
WHO I SERVE
Contact
David Alan Fowler