David
Upchurch
Maryland Financial Group, Inc
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About this Advisor
David Upchurch is a financial advisor based in Saint Augustine, Florida, working with Maryland Financial Group, Inc. David has previously held positions at New York Life, Nylife Securities LLC, Transamerica Financial Advisors, Inc, Barnett Wealth Advisors, Upchurch & Corn Advisors, Maryland Financial Group, Inc, and Lpl Financial LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, David is part of Maryland Financial Group, Inc, which operates out of Saint Augustine, Florida. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$1,112,399,451
40
3,859
$288,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Upchurch Work History
Upchurch & Corn Advisors
Maryland Financial Group, Inc
Lpl Financial LLC
Transamerica Financial Advisors, Inc
Barnett Wealth Advisors
Nylife Securities LLC
New York Life
Disclosures
Please visit the SEC profile of David Upchurch 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 Maryland Financial Group, Inc
Lutherville Timonium, MD
Mount Pleasant, SC
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