DM
DM

David Mersky

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
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Location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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History

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.

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Other Business ActivitiesSells Insurance

David is the owner and producer at Change Agency, LLC, an insurance agency specializing in life, long-term care, Medicare, and health insurance. He dedicates time primarily in the mornings and on weekends.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Advanced Retirement Solutions, INC.
April 2019 - December 2022 · 3 yrs 8 mos
First Affirmative Financial Network LLC
August 2018 - April 2019 · 8 mos
Cabana Asset Management
November 2015 - August 2017 · 1 yr 9 mos
Horter Investment Management, LLC
January 2014 - November 2015 · 1 yr 10 mos
Brokers International Financial Services, LLC
January 2010 - August 2012 · 2 yrs 7 mos
The Change Agency, LLC
October 2007 - December 2008 · 1 yr 2 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.