David Cobb (CRD# 2107307) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Belmont, MI and has over 12 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Usa Financial Securities Corporation | Ada, MI | Jan 2013 - Current | 11 |
Kent County Sheriff Dept. | Grand Rapids, MI | May 2008 - Current | 15 |
Innovative Financial Group, LLC | Belmont, MI | Jan 2005 - Current | 19 |
Gilda's Club Grand Rapids | Grand Rapids, MI | Aug 2010 - May 2015 | 4 |
Meadowbrook Insurance Group | Southfield, MI | Nov 2011 - Dec 2014 | 3 |
Innovative Benefit Services | Belmont, MI | Dec 2000 - Nov 2014 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2012 |
S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- DC
- GA
- MI
- MN
- OH
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV
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