Funds Used With Clients
Firm Client types
|Digital Wealth, LLC||2 years, 10 months||Oct 2016 - Present|
|Gold Coast Securities, Inc.||12 years, 1 month||Nov 2004 - Dec 2016|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Licenses & Conducts
Digital Wealth, LLC
$888.4KTotal Assets Under Management
N/ATotal Assets Under Advisement
$296.1KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees