David GruberCRD Number: 6582967
Current Firm: World Trend Financial Planning Services, Ltd.
David Gruber (CRD# 6582967) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 5 years of experience in the finance industry.
Cedar Point Capital Partners, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Ausdal Financial Partners, Inc.||Davenport, IA||Sep 2018 - Current||3|
|World Trend Financial Planning Services Ltd||Cedar Rapids, IA||Jun 2015 - Current||7|
|Unemployed||Cedar Rapids, IA||Feb 2015 - Jun 2015||< 1|
|Wollongong Hawks Pty Ltd||Wollongong,||Aug 2009 - Jan 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2016|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
Total Assets Under Management730MILLIONS
Total Number of Accounts4,062ACCOUNTS
Average Account Value$179,741
- 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
AR, AZ, CA, CO, CT, FL, IA, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OK, OR, PA, SD, TX, UT, WI
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