David William Gotwals
Investment adviser representative at Ivc Wealth Advisors LLC
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$455MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ivc Wealth Advisors LLCAug 2014 to now
- Private Client ServicesJan 2020 to Jun 2025
- Kestra Advisory Services LLCApr 2016 to Jan 2020
- Kestra Investment Services LLCOct 2014 to Jan 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Ivc Wealth Advisors LLC
$455MAssets managed
580Clients
6Advisers
7 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
- 3128231
- Firm CRD
- 301127