DR
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David Leo Van Rensselaer

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
288 clients
Average Client Portfolio
$553K average
Assets Under Management
$159.2M

Fee Structure

Minimum Investment:$15K
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Location

1081 Johnnie Dodds Blvd., Ste 100, Mount Pleasant, SC, 29464

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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 an agent at 360 Financial Partners, LLC, dedicating nearly full-time hours there, and spends about 10% of his time on insurance sales. He is also an investment advisor representative and 25% owner of DVR Holdings LLC, an investment property.

Employment History
Current Registrations
360 Financial Partners, LLC
June 2014 - Present · 11 yrs 8 mos
Stonex Securities INC.Broker
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Next Financial Group, INC.
November 2012 - April 2014 · 1 yr 5 mos
Next Financial Group, INC.Broker
November 2012 - April 2014 · 1 yr 5 mos
Wells Fargo Advisors, LLC
August 2009 - November 2012 · 3 yrs 3 mos
Wells Fargo Advisors, LLCBroker
August 2009 - November 2012 · 3 yrs 3 mos
UBS Financial Services INC.
October 2008 - August 2009 · 10 mos
UBS Financial Services INC.Broker
July 2008 - August 2009 · 1 yr 1 mo
State Registrations7 states
FLMANCSCTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Leo Van Rensselaer - Financial Advisor | TrueAdvisor