David
Gotwals
Ivc Wealth Advisors LLC
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About this Advisor
David Gotwals is a chartered financial consultant working out of Silverdale, Pennsylvania with a total of 4 years of relevant experience. Gotwals works at Ivc Wealth Advisors LLC. Gotwals has gained experience at Kestra Investment Services LLC, Kestra Advisory Services LLC, Financial Telesis, Inc, Private Client Services, National Penn Capital Advisors, Ivc Wealth Advisors and Nfp Advisor Services. Gotwals has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Pennsylvania and Texas. Ivc Wealth Advisors LLC is a business based in Silverdale, PA. It manages $318 million in assets under management among its 1,165 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves 10 charities and foundations. Of its 1,165 client accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a few services, such as portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely are based on which services the firm provides the client. Fee types charged by Ivc Wealth Advisors LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ivc Wealth Advisors LLC Brokerage Details
$318,287,898
8
1,165
$273,208
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Gotwals Work History
David has been registered as a financial advisor for 4 years.*
Private Client Services
Ivc Wealth Advisors
Kestra Advisory Services LLC
Kestra Investment Services LLC
Nfp Advisor Services
Financial Telesis, Inc
National Penn Capital Advisors
*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 Gotwals 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 Ivc Wealth Advisors LLC
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
Silverdale, PA
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