DW
David Warshaw
from The Wealthplan LLC
David Warshaw is a financial advisor based in Florida, Fort Lauderdale,
with 21 years of experience. David currently works for
The Wealthplan LLC.
David maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Warshaw works at The Wealthplan LLC
The Wealthplan LLC is a financial advisory firm based in Fort Lauderdale, Florida. It currently has approximately $50,843,186 of assets under management and employs about 1 people. The Wealthplan LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
3113 Stirling Road, Suite 201, Fort Lauderdale, Florida, 33312
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