Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
David M
CFP®, Series 66
Wake Forest, NC
FIFTH THIRD SECURITIES, Inc.
David Marshall is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2020. His prior experience includes roles at PNC Investments, Merrill, Morgan Stanley, LPL Financial, BB&T Investment Services, and Equitable Advisors. Outside of his advisory work, he operates a YouTube product review channel and works as a fitness instructor at the UNC Wellness Center. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and investment options via its Passageway platform, combining advisor-directed and third-party portfolio management strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters