David Workman, financial advisor Marlton NJ

David Workman

CRD Number: 1758396
Current Firm: Ameriprise Financial Services, LLC

David Workman (CRD# 1758396) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marlton, NJ and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services Marlton, NJ May 2023 - Current < 1
Ameriprise Financial Services, LLC Marlton, NJ Mar 2020 - Current 4
Fiduciary Appointment Skillman, NJ Oct 2019 - May 2023 3
Avantax Insurance Services, Inc. Bordentown, NJ Dec 2015 - May 2023 7
Benefit Mall Morristown, NJ Jan 2000 - May 2023 23
Avantax Investment Services, Inc. Bordentown, NJ Aug 1998 - May 2023 24
David S. Workman, Cpa Bordentown, NJ Jan 1998 - May 2023 25
David S. Workman Cpa Bordentown, NJ Jan 1991 - May 2023 32
Personal- David S. Workman Chesterfield, NJ Jan 1980 - May 2023 43
Freedom Agency LLC Bordentown, NJ Jan 2009 - Feb 2022 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for David S. Workman
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • DE
  • NJ
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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