David MandellCRD Number: 4274252
Current Firm: Ojm Group, LLC
David Mandell (CRD# 4274252) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 21 years of experience in the finance industry.
Renaissance Investment Management
Journey Advisory Group, LLC
|The O'dell Group, LLC||Cincinnati, OH||Mar 2008 - Current||12|
|Law Office David B. Mandell Pc||Pasadena, CA||Jun 2002 - Current||18|
|Guardian Publishing, LLC||Ft. Lauderdale, FL||Mar 1996 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2001|
|S66||NASAA Uniform Combined State Law Examination||Feb 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management453MILLIONS
Total Number of Accounts1,298ACCOUNTS
Average Account Value$349,302
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CT, FL, GA, KY, MO, NC, NY, OH, SC, TN, TX, VA
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