David Baucom

David Baucom Email and Phone Number

Wealth Advisor and Managing Partner @ Concord, NC, US
Concord, NC, US
David Baucom's Location
Concord, North Carolina, United States, United States
David Baucom's Contact Details
About David Baucom

David Baucom is a Wealth Advisor and Managing Partner at Baucom Wealth Management, Inc.. He possess expertise in wealth, securities, retirement planning, wealth management, fixed annuities and 17 more skills.

David Baucom's Current Company Details
Baucom Wealth Management, Inc.

Baucom Wealth Management, Inc.

Wealth Advisor and Managing Partner
Concord, NC, US
David Baucom Work Experience Details
  • Baucom Wealth Management, Inc.
    Wealth Advisor And Managing Partner
    Baucom Wealth Management, Inc.
    Concord, Nc, Us
  • Baucom Wealth Management, Inc.
    Wealth Advisor/Managing Partner
    Baucom Wealth Management, Inc. Aug 2007 - Present
    Concord, Nc
    Fee based asset management and securities offered through LPL Financial, a registered investment adviser Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the websites section above. Third party post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • A.G. Edwards & Sons, Inc.
    Financial Consultant
    A.G. Edwards & Sons, Inc. Jan 2005 - Aug 2007
    View
  • Us Navy
    Officer
    Us Navy May 1997 - Aug 2003
    View

David Baucom Skills

Wealth Securities Retirement Planning Wealth Management Fixed Annuities Investments Estate Planning Finra Long Term Care Insurance Strategic Planning Financial Analysis Term Life Insurance Mortgage Lending Banking Finance Asset Management Mutual Funds Customer Service Retirement Financial Planning Financial Advisory

David Baucom Education Details

Frequently Asked Questions about David Baucom

What company does David Baucom work for?

David Baucom works for Baucom Wealth Management, Inc.

What is David Baucom's role at the current company?

David Baucom's current role is Wealth Advisor and Managing Partner.

What is David Baucom's email address?

David Baucom's email address is da****@****lpl.com

What is David Baucom's direct phone number?

David Baucom's direct phone number is +170422*****

What schools did David Baucom attend?

David Baucom attended Us Naval Academy.

What skills is David Baucom known for?

David Baucom has skills like Wealth, Securities, Retirement Planning, Wealth Management, Fixed Annuities, Investments, Estate Planning, Finra, Long Term Care, Insurance, Strategic Planning, Financial Analysis.

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