David Staples
Investment adviser representative at Salomon and Ludwin
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
Are you David Staples? 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 assets
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.
- Salomon and Ludwin, LLCApr 2018 to now
- Wells Fargo Advisors Financial Network LLCNov 2010 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Salomon and Ludwin
Legal name: Salomon and Ludwin, LLC
$1.3BAssets managed
459Clients
6Advisers
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
- 5537538
- Firm CRD
- 292456