David
Upchurch
Maryland Financial Group, Inc
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About this Advisor
David Upchurch is a financial advisor working in Saint Augustine, Florida, who has 6 years of relevant experience. Upchurch is currently employed by Maryland Financial Group, Inc. During their career, the advisor has held roles at Nylife Securities LLC, Transamerica Financial Advisors, Inc, New York Life, Barnett Wealth Advisors, Lpl Financial LLC, Maryland Financial Group, Inc and Upchurch & Corn Advisors. Upchurch maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Maryland Financial Group, Inc is an advisory firm that has its headquarters in Rockville, MD. It has offices in 18 locations and a total of 40 employees. It has $976 million in total assets between its 3,666 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advice to nine charities and foundations. Of its 3,666 client accounts, 38% are held by high-net-worth clients who have at least $1 million in investable assets. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees billed by Maryland Financial Group, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$975,955,345
40
3,666
$266,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Upchurch Work History
David has been registered as a financial advisor for 6 years.*
Upchurch & Corn Advisors
Maryland Financial Group, Inc
Lpl Financial LLC
Transamerica Financial Advisors, Inc
Barnett Wealth Advisors
Nylife Securities LLC
New York Life
*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 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
Jacksonville, FL
Rockville, MD
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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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