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David B Whitacre
Senior Managing Director Investments @B. Riley Wealth Management
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WORK HISTORY
Senior Managing Director Investments @B. Riley Wealth Management
Chicago, IL, US
Areas of focus- Retirement Planning- Financial Planning- Estate Planning Strategies - IRA Rollovers- 401(K) Plans- 401(K) Rollovers- Insurance Needs- Portfolio Management - Wealth Preservation- Lending Solutions- Trusts- Long Term Care Insurance- Investment AdvisoryDisclosure: Securities and variable insurance products offered through B. Riley Wealth Management, Inc, Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/capabilities/wealth/disclosures.
ABOUT DAVID B WHITACRE
Senior Managing Director | Investments at B Riley Wealth Management
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