David Altwerger (CRD# 5524357) is an Investment Advisor Representative working at Physicians' Financial L.c. in Bloomfield Hills, MI and has over 15 years of experience in the finance industry. David Altwerger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Centria Healthcare | Farmington Hills, MI | Nov 2020 - Current | 3 |
R1 Rcm, Inc. | Southfield, MI | Jan 2017 - Nov 2020 | 3 |
Detroit Soul Revue LLC | Bloomfield, MI | Jan 2015 - Jun 2019 | 4 |
Unemployed | Bloomfield Hills, MI | Oct 2016 - Jan 2017 | < 1 |
Waddell & Reed, Inc. | Birmingham, MI | Jan 2016 - Sep 2016 | < 1 |
Various Insurance Carriers For W&r Insurance Agencies | Bloomfield, MI | Jan 2016 - Sep 2016 | < 1 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2016 | 1 |
Morgan Stanley Smith Barney | Birmingham, MI | Dec 2009 - Jan 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2008 |
S66 | NASAA Uniform Combined State Law Examination | Mar 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 Management0MILLIONS
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Total Number of Accounts16ACCOUNTS
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Average Account Value$23,250
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI
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