David KrechCRD Number: 275272
Current Firm: Alterity Financial Group, LLC
David Krech (CRD# 275272) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 14 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Commonwealth Financial Network
|Alterity Financial Group, Llc (formerly Maine Asset Management)||Bangor, ME||Jun 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management157MILLIONS
Total Number of Accounts545ACCOUNTS
Average Account Value$287,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MA, ME, NH, TX
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