David
Khouri
Wingate Wealth Advisors, Inc
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About this Advisor
David Khouri is a financial advisor based in Lexington, Massachusetts, working with Wingate Wealth Advisors, Inc. David has previously held positions at Purshe Kaplan Sterling Investments, Mcadam LLC, Wingate Wealth Advisors, Granite Telecommunications, Umass Amherst, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, and Wingate Wealth Advisors, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, David is part of Wingate Wealth Advisors, Inc, which operates out of Lexington, Massachusetts. The firm has 26 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Wingate Wealth Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Wingate Wealth Advisors, Inc Brokerage Details
$1,213,959,144
26
2,810
$432,014
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
David Khouri Work History
Wingate Wealth Advisors, LLC
Schwab Private Client Investment Advisory
Charles Schwab & Co., Inc
Purshe Kaplan Sterling Investments
Mcadam LLC
Wingate Wealth Advisors
Granite Telecommunications
Umass Amherst
Disclosures
Please visit the SEC profile of David Khouri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wingate Wealth Advisors, Inc
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
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