David R. DuCharme
DUCHARME WEALTH ADVISORS | Owner and Financial Advisor at DuCharme Wealth Advisors, LLC
Jenkintown, PA 19046
CRD#: 6833407
Professional summary
David Richard DuCharme, who also goes by David Ducharme, is a registered financial advisor currently at DUCHARME WEALTH ADVISORS, LLC located in Jenkintown, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Since joining the industry in 2016, I have treated my clients like family. In doing so, I have always strived to provide them with a wealth management solution that is transparent, diligent, and fairly priced. It is with these core beliefs in mind that I established DuCharme Wealth Advisors, LLC.
As an independent registered investment adviser, we challenge the industry standard of layering fees, outsourcing management, and offering arbitrary advice. Instead, we leverage institutional money management techniques and employ comprehensive financial planning to better serve our clients. Our goal is to provide the highest quality advice and service, so our clients can feel confident that their finances are in good order.
As an active investment manager, I firmly believe that your portfolio should evolve alongside changing economic situations. The same principle applies to your personal financial life. Along the way, you may encounter roadblocks, shifting priorities, and exciting opportunities. I am fully committed to being with you every step of the journey, providing education and guidance to help you achieve your financial goals.
I take great pride in our accessible and client-centric business model. Once you become a client, you will have a designated point of contact and consistent engagement. This ensures that as your life changes, we will be readily available to exchange ideas, analyze potential options, and assist you in making well informed decisions.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Tax Planning,
Retirement Planning,
Estate Planning,
Business Planning,
Individual Insurance (Life, He...
Individual Insurance (Life, He...
Individual Insurance ( Auto, C...
Business Insurance (Worker's C...
Disability, E&O, Key Person),
Financial Coaching
Do you have an area of expertise or specialization?
Blended Families,
College Planning,
Customized Portfolios,
Risk Management and Insurance ...
Retirement Planning,
Trust and Estate Planning,
Special Needs Families,
Investment Management,
Executive Compensation (ISO, R...
Estate Planning,
Divorce Planning,
Credit & Lending Needs,
Cash Flow Analysis,
Philanthropic and Non-Profit,
ESG (Environmental Social Gove...
Endowments and Charities
How do you get paid?
Fee-Only,
Fixed Fee,
% of AUM
Are you a "fiduciary"?
Yes
Aliases
David Ducharme
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.
SELF POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2020 ADDRESS: Jenkintown, PA DESCRIPTION: I am a health insurance agent and offer group plans to small and medium sized businesses. Milton Hershey School Alumni Association POSITION: Treasurer/Board Member NATURE: Volunteer Activity INVESTMENT RELATED: No NUMBER OF HOURS/MONTH: 1 DURING SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 109 McCorkle Rd, Hershey, PA 17033 DESCRIPTION: As part of the board I assist the association with budgeting and financial forecasting needs.
CRS (Client Relationship Summary) - RIA
Click below to view David Richard DuCharme'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®
NoneExperience
Current
April 10, 2023 - Present
DUCHARME WEALTH ADVISORS, LLC
Office #1: 610 Old York Road, Suite 400, Jenkintown, PA 19046RIA
CRD#: 324659
Jenkintown, PA
Past
March 18, 2022 - June 2, 2023
ID WASHINGTON WEALTH MANAGEMENT, LLC
RIA
CRD#: 313282
WILLIAMSPORT, PA
Past
June 3, 2020 - March 21, 2022
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Lancaster, PA
Past
June 3, 2020 - March 21, 2022
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Lancaster, PA
Past
August 20, 2018 - May 22, 2020
SANTANDER SECURITIES LLC
RIA
CRD#: 41791
LANCASTER, PA
Past
August 11, 2017 - May 22, 2020
SANTANDER SECURITIES LLC
BD
CRD#: 41791
LANCASTER, 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(4/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DW
DUCHARME WEALTH ADVISORS, LLC
DUCHARME WEALTH ADVISORS, LLC
CRD#: 324659 / SEC#:
Pennsylvania
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Contact information
Main Address
610 Old York Road, Suite 400, Jenkintown, PA 19046
Mailing Address
Phone number
(717) 609-6311
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 11,516,776 |
Red Flags
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Company Information
DUCHARME WEALTH ADVISORS, LLC
Owner and Financial Advisor at DuCharme Wealth Advisors, LLCCRD#: 324659Jenkintown, PA 19046TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
