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David Watts Mcmahan

ADVISORTRUST PARTNERS, LLC·BELMONT, North Carolina
SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 6524 years registeredADVISORTRUST PARTNERS, LLC
420 PARK STREET, BELMONT, NC 28012CRD# 3078266Firm CRD# 304967

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Watts Mcmahan · BELMONT, NC
Registration
CRD #3078266 · ADVISORTRUST PARTNERS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

ADVISORSTRUST PARTNERS LLC
Aug 2025 – present
PROSPERA FINANCIAL SERVICES, INC.
Jan 2016 – Aug 2025
Loudon, TN
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
Apr 2007 – Jan 2016
GASTONIA, NC
RAYMOND JAMES FINANCIAL SERVICES
Dec 2001 – Jun 2006
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 51
Series 63
Series 65
Registration record
First registered · December 31, 2001
Years registered · 24
03

Disclosure History

2005Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ADVISORTRUST PARTNERS, LLC
CRD 304967 · SEC 801-117199
Employees
1
Total firm employees
Services offered by ADVISORTRUST PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVISORTRUST PARTNERS, LLC →
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05

Frequently Asked Questions

What services does David Watts Mcmahan offer?
David Watts Mcmahan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BELMONT, North Carolina for a consultation.
What are David Watts Mcmahan's credentials?
David Watts Mcmahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Watts Mcmahan located?
David Watts Mcmahan is based in BELMONT, North Carolina, working with ADVISORTRUST PARTNERS, LLC. Their office serves clients in the BELMONT metropolitan area and surrounding communities.
How does David Watts Mcmahan charge for services?
David Watts Mcmahan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVISORTRUST PARTNERS, LLC?
ADVISORTRUST PARTNERS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADVISORTRUST PARTNERS, LLC

James Francis Castleman
BELMONT, NC

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Nearby cities in North Carolina
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Research
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