David
Chadwick
Capital Point Financial Group, LTD
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About this Advisor
David Chadwick is a certified financial planner working out of Sarasota, Florida with 5 years of industry experience. Chadwick is on the advisory team at Capital Point Financial Group, LTD. Throughout their career, Chadwick has worked at Hancock Investment Services, Inc, Bb&T Investment Services, Inc, Bb&T Bank, Hancock Bank, Capital Point Financial Group, LTD and Lpl Financial LLC. Chadwick holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Florida. Capital Point Financial Group, LTD is a financial advisory business that has its headquarters in Glenview, IL. The investment advisory business has offices in two locations and a total of 13 advisors. It has $313 million in assets under management across its 1,604 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,604 accounts, 32% belong to high-net-worth clients who have at least $1 million in assets. Capital Point Financial Group, LTD has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely depend on the financial services offered. However, fees charged by Capital Point Financial Group, LTD can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Point Financial Group, LTD Brokerage Details
$312,603,701
13
1,604
$194,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Chadwick Work History
David has been registered as a financial advisor for 5 years.*
Capital Point Financial Group, LTD
Lpl Financial LLC
Hancock Investment Services, Inc
Hancock Bank
Bb&T Investment Services, Inc
Bb&T Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Chadwick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Point Financial Group, LTD
Sarasota, FL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
