David Balmer (CRD# 6546508) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bemidji, MN and has over 8 years of experience in the finance industry.
CRD# 2814998
Lpl Financial LLC
CRD# 5779833
Edward Jones
CRD# 4499822
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First National Bemidji Investment Services | Bemidji, MN | Oct 2022 - Current | 1 |
| Raymond James Financial Services Advisors Inc. | Bemidji, MN | Apr 2016 - Current | 8 |
| First National Bank Bemidji | Bemidji, MN | Feb 2016 - Current | 8 |
| Raymond James Financial Services | Bemidji, MN | Dec 2015 - Current | 8 |
| Beachbody, LLC | Bemidji, MN | Apr 2019 - Jan 2021 | 1 |
| Raymond James Financial Services | Bemidji, MN | Jul 2015 - Dec 2015 | < 1 |
| First National Bank Bemidji | Bemidji, MN | Dec 2014 - Jul 2015 | < 1 |
| Unemployed | Bemidji, MN | Aug 2014 - Dec 2014 | < 1 |
| Always Here Staffing | Bemidji, MN | May 2014 - Aug 2014 | < 1 |
| Bemidji State University | Bemidji, MN | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- MN
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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