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David Lee Carmichael

ROWLAND CARMICHAEL ADVISORS INC·SCOTTSDALE, Arizona
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6720 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ 85253-4426CRD# 1070188Firm CRD# 105766
01

About

David Lee Carmichael is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with ROWLAND CARMICHAEL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROWLAND CARMICHAEL ADVISORS INC
ROWLAND CARMICHAEL ADVISORS INC
AUM
$266M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ROWLAND CARMICHAEL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1070188
Firm CRD# 105766
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Carmichael offer?
David Lee Carmichael specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are David Lee Carmichael's credentials?
David Lee Carmichael is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Carmichael located?
David Lee Carmichael is based in SCOTTSDALE, Arizona, working with ROWLAND CARMICHAEL ADVISORS INC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does David Lee Carmichael charge for services?
David Lee Carmichael's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROWLAND CARMICHAEL ADVISORS INC?
ROWLAND CARMICHAEL ADVISORS INC has approximately 7 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROWLAND CARMICHAEL ADVISORS INC

Corey Marshall Bird
SCOTTSDALE, AZ
Janice Lee Orick
SCOTTSDALE, AZ
Jaron David Carmichael
SCOTTSDALE, AZ
Timothly Lee Rowland
SCOTTSDALE, AZ

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