David Workman Ii, financial advisor Cincinnati OH
90 score

David Workman Ii

CRD Number: 5579070
Current Firm: Asset Advisory Group Inc.

David Workman Ii (CRD# 5579070) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. David Workman Ii 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.

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Professional Designations
Company Name Location Dates Years
The Asset Advisory Group, Inc. Cincinnati, OH Aug 2008 - Current 8
Stock Yards Bank & Trust Cincinnati, OH Jul 2007 - Jul 2008 1
Merchant Bank & Trust Cincinnati, OH Dec 2005 - Jul 2007 1

David Workman Ii has no recent exams reported.
Contact Info for David E. Workman Ii
Phone Number: 513-771-7222
Firm Website: http://www.taaginc.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    228
    MILLIONS
  • Total Number of Accounts
    683
    ACCOUNTS
  • Average Account Value
    $334,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IN, KY, OH

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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