David
Tepper
Commonwealth Financial Network
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About this Advisor
David Tepper is a financial advisor based in Wilmington, North Carolina, working with Commonwealth Financial Network. David has previously held positions at Betel Of America, Inc, Worldwide Evangelization For Christ, Myrtle Grove Evangelical Presbyterian Church, David E Tepper, Cpa, Pllc, Consolidated Financial, and Elevation LLC. David has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, David is part of Commonwealth Financial Network, which operates out of Wilmington, North Carolina. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 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, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Tepper Work History
Elevation LLC
David E Tepper, Cpa, Pllc
Consolidated Financial
Myrtle Grove Evangelical Presbyterian Church
Worldwide Evangelization For Christ
Betel Of America, Inc
Disclosures
Please visit the SEC profile of David Tepper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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