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David Alan Witter

Investment adviser representative at Financial Harvest Wealth Advisors
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$557.4MFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Financial Harvest Wealth AdvisorsOct 2008 to now
  2. Financial Harvest, LLCJun 2005 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (FL).

Financial Harvest Wealth Advisors

Legal name: Financial Harvest, LLC

$557.4MAssets managed
320Clients
7Advisers
8 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
4519401
Firm CRD
148271
Advisor's SEC record (opens in a new tab)
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