David Batchelder is a CFA, CFP-designated registered investment advisor, based in Sarasota, FL, with 21 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Sarasota, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sentinel Securities, LLC.
November 2020 - Present · 5 yrs 11 mos
Sentinel Securities, LLC.Broker
November 2020 - Present · 5 yrs 11 mos
Sentinel Pension Advisors, LLC.
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
H. Beck, INC.
March 2012 - March 2015 · 3 yrs
Mackensen & CO INC
March 2004 - September 2011 · 7 yrs 6 mos
State Registrations3 states
FLMANH
Advisor
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Exams
No exam information available for this advisor.
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