David Fletcher (CRD# 4264600) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Chariton, IA and has over 23 years of experience in the finance industry.
CRD# 4517409
Edward Jones
CRD# 3251157
Ameriprise Financial Services, LLC
CRD# 2818528
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fletchinvest | Chariton, IA | Apr 2022 - Current | 2 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Midwest Financial Solutions, LLC | Chariton, IA | Jul 2020 - Current | 3 |
| Ameritas Investment Company, LLC | Lincoln, NE | Feb 2020 - Current | 4 |
| Ameritas Life Insurance Corp | Lincoln, NE | Apr 2018 - Current | 6 |
| K. Threlkeld Agency, Inc. Aka Kta | Chariton, IA | Jun 1990 - Jan 2022 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- IA
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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