David Ellowitch, financial advisor Allentown PA
93 score

David Ellowitch

CRD Number: 3102817
Current Firm: Lincoln Financial Advisors Corporation

David Ellowitch (CRD# 3102817) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Allentown, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Allentown, PA Oct 2010 - Current 6
Ellowitch 3, LLC Fairfield, NJ Sep 2007 - Current 9
Park Avenue Securities Fairfield, NJ Feb 2010 - Oct 2010 < 1
Muhlenberg College Allentown, PA Jul 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for David M. Ellowitch
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • NJ
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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