David William Chadwick
CFP®Professional Summary
David William Chadwick, CFP®, who also goes by David W Chadwick, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in Gainesville, Florida and LPL FINANCIAL LLC located in Gainsville, Florida. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. David has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David W Chadwick
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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LPL FINANCIAL LLC
OSAIC WEALTH, INC.
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Disclosures on record.
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Credentials
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | TOTAL CLARITY WEALTH MANAGEMENT | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC
Contact Information
Main Address
525 Tyler Rd Suite T, St. Charles, IL 60174Phone Number
(630) 762-9352# of Employees
26SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,569AUM (Assets Under Management)
$755,449,000Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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LPL FINANCIAL LLC
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Primary Firm SEC Registration
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | TOTAL CLARITY WEALTH MANAGEMENT | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC
State Registrations and Notice Filings
(6/6/2018)
(12/20/2023)
(4/23/2019)
(1/3/2023)
(8/13/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1999About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David William Chadwick's CRS (Customer Relationship Summary).
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