David Jarvill (CRD# 2119742) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Charles City, IA and has over 33 years of experience in the finance industry. David Jarvill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 7024332
Edward Jones
CRD# 2275932
Accel Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Oct 2018 - Current | 5 |
| First Security Bank & Trust | Charles City, IA | Oct 2018 - Current | 5 |
| Broker Dealer Financial Services Corp. | Charles City, IA | Feb 1993 - Oct 2018 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
- IA
- TX
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
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