David IrvinCRD Number: 1073607
Current Firm: Ubs Financial Services Inc.
David Irvin (CRD# 1073607) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bloomington, MN and has over 34 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Ubs Financial Services Inc.||Bloomington, MN||Aug 2011 - Current||5|
|Northwestern Mutual Investment Services||Milwaukee, WI||Dec 2001 - Aug 2011||9|
|Robert W. Baird & Company Incorporated||Edina, MN||Jul 1987 - Aug 2011||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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