David Val Fernelius
Investment adviser representative at Vantage Wealth Management, LLC
16 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
Are you David Val Fernelius? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- LPL Financial LLCSep 2014 to now
- Vantage Wealth Management, LLCFeb 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (CA, LA, TX, WA).
Vantage Wealth Management, LLC
$1.1BAssets managed
639Clients
6Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2006559
- Firm CRD
- 152374