David Haverstick, financial advisor Bluffton SC
90 score

David Haverstick

CRD Number: 5982789
Current Firm: Intervest International, Inc.

David Haverstick (CRD# 5982789) is an Investment Advisor Representative working at Intervest International, Inc. in Bluffton, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Intervest International Equities Corp Colorado Springs, CO Jul 2015 - Current 1
First Citizens Securities Corp Columbia, SC Jun 2012 - Jul 2015 3
Valic Financial Advisors, Inc. Macon, GA Oct 2011 - Jun 2012 < 1
Extended Travel Cullowhee, NC Jun 2011 - Oct 2011 < 1
Western Carolina University Cullowhee, NC Aug 2007 - Jun 2011 3
Savannah College Of Art And Design Savannah, GA Aug 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for David P. Haverstick
Phone Number: 719-592-9299
Registered State(s):
  • GA
  • KY
  • SC
By the Numbers
  • Total Assets Under Management
    541
    MILLIONS
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $1,045,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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