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David Lloyd Blisk

SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, Virginia
Unclaimed Profile
7901 JONES BRANCH DR., MCLEAN, VA 22102CRD# 2155652Firm CRD# 113908
01

About

David Lloyd Blisk is a registered financial advisor based in MCLEAN, Virginia, affiliated with SPIRE WEALTH MANAGEMENT, 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
SPIRE WEALTH MANAGEMENT, LLC
SPIRE WEALTH MANAGEMENT, LLC
AUM
$4.8B
Regulatory assets under management
Employees
165
Total firm employees
View all advisors at SPIRE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2155652
Firm CRD# 113908
9 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lloyd Blisk offer?
David Lloyd Blisk specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.
What are David Lloyd Blisk's credentials?
David Lloyd Blisk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lloyd Blisk located?
David Lloyd Blisk is based in MCLEAN, Virginia, working with SPIRE WEALTH MANAGEMENT, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does David Lloyd Blisk charge for services?
David Lloyd Blisk'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 SPIRE WEALTH MANAGEMENT, LLC?
SPIRE WEALTH MANAGEMENT, LLC has approximately 165 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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