David Underhill (CRD# 5772880) is an Investment Advisor Representative working at Underhill Investments, LLC in Berkley, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Underhill Investments, LLC | Berkley, MI | Nov 2012 - Current | 11 |
| Self Employed Dba Underhil Wealth Management | Berkley, MI | Jul 1999 - Current | 24 |
| David S. Underhill Limited Partnership #1 | Berkley, MI | May 1998 - Current | 25 |
| David S. Underhill Limited Partnership #2 | Berkley, MI | May 1998 - Current | 25 |
| David S. Underhill Limited Partnership #3 | Berkley, MI | May 1998 - Current | 25 |
| Self Employed Dba Underhill Attorney At Law | Berkley, MI | Nov 1985 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management5MILLIONS
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Total Number of Accounts32ACCOUNTS
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Average Account Value$150,725
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
MI
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