Best Investors Account Sign in
Inactive

David Richard Ducharme

Ducharme Wealth Advisors, LLC

Jenkintown, PA

Claim This Profile
Current Employers
Ducharme Wealth Advisors, Llc

610 Old York Road, Suite 400, Jenkintown, PA 19046 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-04-10
  • PA RA
    APPROVED
    Since 2023-04-10

Branch Locations

610 Old York Road, Suite 400, Jenkintown, PA 19046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Bank, Na Boston MA 08/2016 05/2020
Santander Securities, Llc Dorchester MA 07/2017 06/2018
Santander Securities, Llc Dorchester MA 06/2018 05/2020
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 06/2020 03/2022
Id Washington Wealth Management, Llc Williamsport PA 03/2022 03/2023
Ducharme Wealth Advisors, Llc Erie PA 01/2023 Present
  • 08/2016 → 05/2020
    Santander Bank, Na
    Boston, MA
  • 07/2017 → 06/2018
    Dorchester, MA
  • 06/2018 → 05/2020
    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
    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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-17
S63 Uniform Securities Agent State Law Examination 2017-08-28
  • S66 Uniform Combined State Law Examination
    2018-08-17
  • S63 Uniform Securities Agent State Law Examination
    2017-08-28
Other Names
  • David Ducharme

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jenkintown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor