David
Whiting

Fnb Wealth Management

CRD#6783214
Investment Advisor
in Harrisburg, PA

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About this Advisor

David Whiting is a financial advisor based in Harrisburg, Pennsylvania with a total of 1 year of relevant experience. Whiting is currently employed by Fnb Wealth Management. During their career, the advisor has held roles at Mid Penn Bank, Lititz Reccenter, Centerville Lawn & Landscaping, Messiah College, Pfm Fund Distributors and Fnb Wealth Management. Whiting has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Fnb Wealth Management is an advisory company based out of Pittsburgh, PA. It has offices in 14 locations and a total of 45 advisors. It oversees $6 billion in assets between its 1,302 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 47 charities and foundations. Of its 1,302 customer accounts, 33% belong to high-net-worth individuals who have greater than $1 million in assets. Fnb Wealth Management offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees are based on which services are provided. However, fee types charged by Fnb Wealth Management likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

101 North Second Street 2Nd Floor
Harrisburg, PA 17101

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Fnb Wealth Management Brokerage Details

Total Assets Under Management

$5,727,497,992

PA Average: $15,833,994,310
Total Number of Employees

45

PA Average: 41
Total Number of Accounts

1,302

PA Average: 3,342
Average Account Size

$4,399,000

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

David Whiting Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fnb Wealth Management

2017 - 2022 (5 years)

Pfm Fund Distributors

2015 - 2016 (1 year)

Mid Penn Bank

2014 - 2015 (1 year)

Messiah College

2009 - 2013 (4 years)

Centerville Lawn & Landscaping

2007 - 2015 (8 years)

Lititz Reccenter

*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 Whiting 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 Fnb Wealth Management

Brian Wildman
Greensboro, NC
Michael Saghy
Raleigh, NC
Collin Crawford
State College, PA
Gavin Howe
State College, PA
Philip Bartels
Pittsburgh, PA
Dennis Fisher
State College, PA
Daniel Crawford
Hermitage, PA
Brian Kelm
Pittsburgh, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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