Jeremy
David
Complete Wealth Management, LLC
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About this Advisor
Jeremy David is a financial advisor based in Valley View, Texas, working with Complete Wealth Management, LLC. Jeremy has previously worked at The Leaders Group Inc, J.W. Cole Advisors, Inc, J.W. Cole Financial, Inc, Complete Wealth Management, 2J Residential Holdings, LLC, and Tlg Advisors Inc. Jeremy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Jeremy is part of Complete Wealth Management, LLC, which operates in Valley View, Texas. The firm has 2 employees and manages assets totaling $125.1 million. Complete Wealth Management, LLC serves charitable organizations and high-net-worth individuals, offering services such as financial planning, portfolio management for individuals and small businesses, and pension consulting. The fee structure at Complete Wealth Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Complete Wealth Management, LLC Brokerage Details
$125,070,307
2
538
$232,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeremy David Work History
Complete Wealth Management
2J Residential Holdings, LLC
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
Tlg Advisors Inc
The Leaders Group Inc
Disclosures
Please visit the SEC profile of Jeremy David 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 Complete Wealth Management, LLC
Valley View, TX
Valley View, TX
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