Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B

Fee Structure

Loading...

Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

Get directions

History

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 holds a Florida real estate license and owns three single-family rentals with his wife. He also owns and manages Goldin Properties LLC for real estate transactions, spending minimal time on these activities, and plans to dissolve the company.

Employment History
Current Registrations
Aag Capital, INC
May 2023 - Present · 2 yrs 9 mos
Aag Capital, INCBroker
May 2023 - Present · 2 yrs 9 mos
Accurate Wealth Management, LLC
April 2023 - Present · 2 yrs 10 mos
State Registrations3 states
COFLPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.