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David Alan Witter

FINANCIAL HARVEST, LLC·WINTER PARK, Florida
CFPSeries 7Series 66
Unclaimed Profile
1091 WEST MORSE BOULEVARD, WINTER PARK, FL 32789CRD# 4519401Firm CRD# 148271
01

About

David Alan Witter is a registered financial advisor based in WINTER PARK, Florida, affiliated with FINANCIAL HARVEST, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
FINANCIAL HARVEST, LLC
FINANCIAL HARVEST WEALTH ADVISORS
AUM
$372M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINANCIAL HARVEST, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4519401
Firm CRD# 148271
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alan Witter offer?
David Alan Witter specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.
What are David Alan Witter's credentials?
David Alan Witter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Alan Witter located?
David Alan Witter is based in WINTER PARK, Florida, working with FINANCIAL HARVEST, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does David Alan Witter charge for services?
David Alan Witter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL HARVEST, LLC?
FINANCIAL HARVEST, LLC has approximately 8 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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