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Dave D

Series 65

Miami, FL

WCA Advisors, LLC

Dave Dookie is a financial advisor at WCA Advisors, LLC in Miami, FL with three years of industry experience. He holds a Series 65 designation and has worked at BancAtlantic Capital LLC, Waterloo Capital Advisors, LLC, Waterloo Capital Advisors Limited, and First Citizens Bank Limited. He serves as Managing Director of Waterloo Capital Advisors Limited, a broker-dealer registered in Trinidad and Tobago. WCA Advisors is an independent advisory firm that provides portfolio management and business consulting to a select group of clients, including high-net-worth individuals, banks, and corporate entities. The firm uses a combination of fundamental analysis and modern portfolio theory with a focus on long-term asset allocation and offers services on both discretionary and non-discretionary bases.

Wealth management Passive / index investing Business Financial Management
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