David Walker (CRD# 6193025) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Centennial, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lebenthal Global Advisors, LLC | Centennial, CO | Aug 2017 - Current | 6 |
| Lebenthal Financial Services, Inc. | Centennial, CO | Apr 2017 - Current | 7 |
| Farmers Financial Solutions | Centennial, CO | Jun 2013 - Apr 2017 | 3 |
| Farmers Insurance Group | Centennial, CO | Dec 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- CO
-
Total Assets Under Management713MILLIONS
-
Total Number of Accounts3,176ACCOUNTS
-
Average Account Value$224,652
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NV, NY, PA, PR, RI, SC, TN, TX, VA
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