Unclaimed Profile

David Alan Gomersall

DAGCO, INC.·WESTLAKE, Ohio

Series 65Clean record20 years registeredDAGCO, INC.

835 SHARON DRIVE, WESTLAKE, OH 44145-7703CRD# 4373347Firm CRD# 106950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Alan Gomersall · WESTLAKE, OH

Registration

CRD #4373347 · DAGCO, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAGCO, INC.

CORNERSTONE WEALTH MANAGEMENT

May 2006 – May 2018

WESTLAKE, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 12, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAGCO, INC.

CRD 106950 · SEC 801-51066

AUM

$421M

Regulatory assets under management

Employees

920 client accounts

Services offered by DAGCO, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAGCO, INC. →

Introduction

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Frequently Asked Questions

What services does David Alan Gomersall offer?

David Alan Gomersall specializes in Financial Planning, Investment Management.

What are David Alan Gomersall's credentials?

David Alan Gomersall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Gomersall located?

David Alan Gomersall is based in WESTLAKE, Ohio, last registered with DAGCO, INC..

How does David Alan Gomersall charge for services?

David Alan Gomersall'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 DAGCO, INC.?

DAGCO, INC. has approximately 8 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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