David Richard Ducharme

Employer firm

Ducharme Wealth Advisors, LLC CRD 324659

$15.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2020
  Santander Bank, Na
  Boston, MA
• 07/2017 → 06/2018
  Santander Securities, Llc
  Dorchester, MA
• 06/2018 → 05/2020
  Santander Securities, Llc
  Dorchester, MA
• 06/2020 → 03/2022
  Minnesota Life Insurance Company
  St Paul, MN
• 06/2020 → 03/2022
  Securian Financial Services Inc
  St Paul, MN
• 06/2020 → 03/2022
  American Wealth Strategy Group
  Lancaster, PA
• 03/2022 → 03/2023
  Id Washington Wealth Management, Llc
  Williamsport, PA
• 01/2023 → Present
  Ducharme Wealth Advisors, Llc
  Erie, PA

Previous Registrations

• 2022-03-18 → 2023-06-02
  Id Washington Wealth Management, Llc
  Williamsport, PA
• 2020-06-03 → 2022-03-21
  Securian Financial Services, Inc.
  Lancaster, PA
• 2018-08-20 → 2020-05-22
  Santander Securities Llc
  Lititz, PA
  Lancaster, PA
  Harrisburg, PA
  Elizabethtown, PA
  Lancaster, PA
  Quarryville, PA
  Villanova, PA

Other Businesses

SELF POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2020 ADDRESS: Jenkintown, PA DESCRIPTION: I am a health insurance agent and offer group plans to small and medium sized businesses. Milton Hershey School Alumni Association POSITION: Treasurer/Board Member NATURE: Volunteer Activity INVESTMENT RELATED: No NUMBER OF HOURS/MONTH: 1 DURING SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 109 McCorkle Rd, Hershey, PA 17033 DESCRIPTION: As part of the board I assist the association with budgeting and financial forecasting needs.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-17
• S63 Uniform Securities Agent State Law Examination
  2017-08-28

Other Names

• David Ducharme