David Markley (CRD# 4683418) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Washington, DC and has over 20 years of experience in the finance industry. David Markley 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Current | 8 |
| Northwestern Mutual Investment Services, LLC | Mclean, VA | Jan 2006 - Current | 18 |
| Northwestern Mutual Life Insurance Co | Milwaukee, WI | Aug 2003 - Current | 20 |
| Northwestern Mutual Investment Services LLC | Mc Lean, VA | Aug 2003 - Current | 20 |
| Northwestern Mutual Investment Services, LLC | Fairfax, VA | Apr 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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