Offering educational sessions to my clients to understand the investment options available for their accounts. I work with people who are experiencing life changing events such as retirement, life after divorce, a new career path following the changes in the economy due to the pandemic as well as those who want to take control of their investments. Examples of account serviced are 401K, ROTH IRA, Traditional IRA, Rollover IRA, Qualified and Non-Qualified investments. Securities offered through LPL Financial, member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of States in which I am registered to do business, please visit davidwharram.com
Website: davidwharram.com
Phone: (505) 920-9141
Opening soon · 9:30 AM
- Fri 9:30 AM - 4:00 PM
2019 Galisteo St Santa Fe, NM 87505 ·1475.74 mi
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Reviews
yelpDavid listens to his clients and meticulously tailors his advice to meet both their current and long-term financial goals, while recognizing their tolerance for risk. He prepares conscientiously...
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