David Sullwold Email & Phone Number
Certified Financial Planner @ Balanced Investment Company
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David Sullwold Location
- South Charleston, WV, US
David Sullwold Work
- 2024 - now Certified Financial Planner @
- 2004 - now Financial Advisor @
David Sullwold Education
- College for Financial Planning
Certified Financial Planning Practicioner (Financial Planning)
1993 - 1998 - Oregon State University
Bachelor of Science (Fisheries Science)
1977 - 1980
David Sullwold Skills
- Client commumication
- Comprehensive Financial Planning
- Wealth Managment
- Insurance Planning
- Financial Services
- Estate Planning
- Retirement
- Retirement Planning
- Financial Advisory
- Finance
- Business Planning
- Investments
- Strategic Financial Planning
- Small Business
- Securities
- Insurance
- Portfolio Management
- Wealth Management
- Mutual Funds
- FINRA
- Series 7
- Life Insurance
David Sullwold Summary
- David Sullwold, based in South Charleston, WV, US, is currently a Certified Financial Planner at Balanced Investment Company. David Sullwold brings experience from previous roles at SagePoint Financial. David Sullwold holds a 1993 - 1998 Certified Financial Planning Practicioner in Financial Planning @ College for Financial Planning. With a robust skill set that includes Client commumication, Comprehensive Financial Planning, Wealth Managment, Insurance Planning, Financial Services and more. David Sullwold has 3 emails and 4 mobile phone numbers on RocketReach.
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