David Charnot is a registered investment advisor, based in Orland Park, IL, with 24 years of industry experience.
Location
15255 S. 94th Avenue, Suite 200, Orland Park, IL, 60462
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Regulatory History
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 →Other Business ActivitiesSells Insurance
David is involved in several business activities, including serving as an operational/marketing contact for HD Vest Services, an insurance agent for Avantax Insurance Agency LLC, and handling senior advisor duties for Strategize Wealth Management Group Inc. He also sells insurance products and manages Strategize Tax LLC, a tax preparation service, taking about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations28 states
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