David Souders (CRD# 4719657) is an Investment Advisor Representative working at Apis Wealth, LLC in Sorrento, FL and has over 20 years of experience in the finance industry. David Souders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apis Wealth, LLC | Sorrento, FL | Aug 2019 - Current | 4 |
| Ronald Blue Trust | Orlando, FL | Aug 2017 - Sep 2019 | 2 |
| Ronald Blue & Company, LLC | Orlando, FL | Aug 2003 - Aug 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
- FL
- GA
- TX
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$406,690
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, TX
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