David
Hart
Maryland Financial Group, Inc
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About this Advisor
David Hart is a financial advisor based in Rockville, Maryland, working with Maryland Financial Group, Inc. David has previously held positions at Lpl Financial, LLC and Maryland Financial Group, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, David is part of Maryland Financial Group, Inc, which operates out of Rockville, Maryland. 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 Hart Work History
Maryland Financial Group, Inc
Lpl Financial, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of David Hart 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
Mount Pleasant, SC
Mount Pleasant, SC
Marietta, GA
Mount Pleasant, SC
Jacksonville, FL
Rockville, MD
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