David Voth Email & Phone Number
Personal Financial Consultant @ A̶r̶m̶e̶d̶ ̶F̶o̶r̶c̶e̶s̶ ̶S̶e̶r̶v̶i̶c̶e̶s̶ ̶C̶o̶r̶p̶o̶r̶a̶t̶i̶o̶n̶
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David Voth Location
- Charlotte, NC, US
David Voth Work
- 2025 -now Personal Financial Consultant @
- 2024 -2025 Senior Financial Planner I @
- 2023 -2024 Senior Financial Advisor and Planner @
- 2020 -2023 Financial Advisor @
- 2016 -2020 Financial Advisor @
- 2015 -2016 Wealth Management Advisor @ Rutledge Financial Partners
- 2014 -2015 Institutional Financial Consultant @
- 2012 -2014 Wealth Management Consultant @
- 2010 -2012 Financial Consultant, National Contact Center @
- 2010 -2010 Financial Representative @
- 2008 -2010 ROC Staff Member @ Carmel Baptist Church
- 2006 -2009 Intercultural Project Work @ Ripe for Harvest
- 1999 -2003 Voyager and Flagship Account Representative @
David Voth Education
- Columbia International University
Master of Arts (M.A.) (Intercultural Studies)
David Voth Skills
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Public Speaking
- Fixed Annuities
- Retirement Savings
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- 529 Plans
- Investments
- Relationship Management
- Variable Annuities
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- High Net Worth Individuals
- Qualified Retirement Plans
- Investment Strategies
- Asset Management
- Certified Financial Planner
- Wealth
- Personal Financial Planning
- Retirement
- Series 7
- Employee Benefits
- Securities
- Uniform Combined State Law
- Holistic Financial Planning
- FINRA
- Advising Clients
David Voth Summary
- David Voth, based in Charlotte, NC, US, is currently a Personal Financial Consultant at Magellan Federal. David Voth brings experience from previous roles at Mercer Advisors, Empower and Vanguard. David Voth holds a Master of Arts (M.A.) in Intercultural Studies @ Columbia International University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Financial Planners, Public Speaking and more. David Voth has 2 emails and 1 mobile phone numbers on RocketReach.
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