David Noland is a CFP-designated registered investment advisor, based in Franklin, TN, with 15 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
256 Seaboard Lane, Suite C101, Franklin, TN, 37067
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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 an investment advisor representative (IAR) with Summit Wealth Group LLC, spending full-time hours servicing clients. He also works as an insurance agent providing insurance advice, dedicating minimal time to this activity. David owns Parrhesia, LLC, a support company for his advisory and insurance businesses, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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