Greg David

FAQ About Greg David

• What is Greg David's address?

  Greg David is located at
  Lexington, South Carolina, United States

• What is Greg David's job title?

  Greg David is a
  I am a founding partner of David Wealth Management Group and Stratos Wealth Partners, which includes an outstanding team of professionals committed to providing our clients with responsive and highly personal financial guidance. We manage a needs-based practice that specializes in retirement income planning and distribution. We have grown our financial practice by focusing solely on our client's individual needs and educating them on the fundamentals of successful wealth management. Many of our clients simply seek a partner who always puts their best interests first, allowing them to confidently move on with the business of living their lives. At David Wealth Management Group, we believe that trust – and the accountability it implies – is the cornerstone of any successful relationship and should never be compromised. Trust is far more than simply feeling comfortable with your advisor, having a plan in place or setting achievable goals. It’s the ability to set daily financial worries aside with the full confidence and knowledge that someone is looking out for you and your needs. Specialties: - Financial Planning - Wealth Management - Investment Management - Advanced Retirement Planning Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal' Info section above. Investment advice offered through Stratos Wealth Partners, LTD., a registered investment advisor. David Wealth Management Group and Stratos Wealth Partners are separate entities from LPL Financial. Greg David may only discuss and/or transact business with residents of the following states: CT, FL, GA, LA, MD, MO, NC, SC. Stratos Wealth Partners

• What industry does Greg David currently work in?

  Greg David currently works in the
  Stratos Wealth Partners

• What is Greg David's area of expertise?

  Greg David specializes in
  I am a founding partner of David Wealth Management Group and Stratos Wealth Partners, which includes an outstanding team of professionals committed to providing our clients with responsive and highly personal financial guidance. We manage a needs-based practice that specializes in retirement income planning and distribution. We have grown our financial practice by focusing solely on our client's individual needs and educating them on the fundamentals of successful wealth management. Many of our clients simply seek a partner who always puts their best interests first, allowing them to confidently move on with the business of living their lives. At David Wealth Management Group, we believe that trust – and the accountability it implies – is the cornerstone of any successful relationship and should never be compromised. Trust is far more than simply feeling comfortable with your advisor, having a plan in place or setting achievable goals. It’s the ability to set daily financial worries aside with the full confidence and knowledge that someone is looking out for you and your needs. Specialties: - Financial Planning - Wealth Management - Investment Management - Advanced Retirement Planning Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal' Info section above. Investment advice offered through Stratos Wealth Partners, LTD., a registered investment advisor. David Wealth Management Group and Stratos Wealth Partners are separate entities from LPL Financial. Greg David may only discuss and/or transact business with residents of the following states: CT, FL, GA, LA, MD, MO, NC, SC.

• Which languages does Greg David speak? 

  Greg David speaks the following languages:
  No languages available.

• Which industries has Greg David previously worked in?   

  Greg David has prior experience in the following industries:
  Wells Fargo Advisors , Ag Edwards And Sons , Edward Jones

• What is Greg David’s work experience?  

  Greg David has the following professional experience:
  Stratos Wealth Partners , David Wealth Management , Wells Fargo Advisors , Ag Edwards And Sons , Edward Jones .

• How can I find Greg David on LinkedIn?  

  You can view Greg David’s
  LinkedIn profile at LinkedIn URL.

• What are Greg David’s work email addresses?  

  Greg David’s work email addresses are
  [email protected] .

• What company does Greg David work for?  

  Greg David works at
  Stratos Wealth Partners