David TaboneCRD Number: 1649005
Current Firm: Destra Capital Advisors LLC
David Tabone (CRD# 1649005) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Chesterbrook, PA and has over 9 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Destra Capital Investments LLC||Lisle, IL||Jul 2012 - Current||9|
|Sunbelt Advisors||Santa Anna, CA||Sep 2003 - May 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2017|
Total Assets Under Management200MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$66,620,598
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA
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