David Archer is a CFP-designated registered investment advisor, based in Akron, OH, with 24 years of industry experience.
Location
3680 Embassy Pkwy Ste A, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a co-trustee and successor trustee for his parents' trust since 2016, and a high school varsity golf coach since 2019. He also works as a financial advisor for The Wealth Advisory Group of DiLauro Wracher & Thomas, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Oneseven
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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