David S. Markle

MARKLE WEALTH MANAGEMENT

Danielsville, PA

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CRD#: 5025134

Professional summary

David Sean Markle, who also goes by Dave Markle, is a registered financial advisor currently at MARKLE WEALTH MANAGEMENT located in Danielsville, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Markle

Other business activities

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.

1)DAVID MARKLE, CPA, OWNER SINCE 1996, TAX SEASON UNKNOWN HRS/WEEK, PREPARE IND. TAX RETURNS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sean Markle's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 10, 2023 - Present

MARKLE WEALTH MANAGEMENT

RIA

CRD#: 170513

Danielsville, PA

Past

July 19, 2022 - September 30, 2024

WEALTH MANAGEMENT, INC.

RIA

CRD#: 137503

Danielsville, PA

Past

September 7, 2005 - December 21, 2005

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

MT. POCONO, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(12/10/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/5/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/2005

General Securities Representative Examination

Current Firm

MARKLE WEALTH MANAGEMENT

MARKLE WEALTH MANAGEMENT | MARKLE, DAVID SEAN

CRD#: 170513 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/24/2014 Approved)

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Contact information

Main Address

Danielsville, PA

Mailing Address

Phone number

(610) 837-8675

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 7,866,391

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David S. Markle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sean Markle's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKLE WEALTH MANAGEMENT

WEALTH MANAGEMENT, INC.

CETERA FINANCIAL SPECIALISTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2005

Series 7

Date: 9/6/2005

Current Firm

MARKLE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARKLE WEALTH MANAGEMENT

TRUST BUT VERIFY

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