David William Chadwick
Investment adviser representative at Total Clarity Wealth Management, Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$755.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Total Clarity Wealth Management, Inc.Dec 2023 to now
- LPL Financial LLCJun 2018 to now
- Capital Point Financial Group, Ltd.Jun 2018 to Dec 2023
- Hancock BankMar 2015 to Jun 2018
- Hancock Investment Services, Inc.Mar 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Total Clarity Wealth Management, Inc
$755.4MAssets managed
1,038Clients
21Advisers
19 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
- 3112314
- Firm CRD
- 142728