David StiehCRD Number: 4151253
Current Firm: Client 1st Advisory Group
David Stieh (CRD# 4151253) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 23 years of experience in the finance industry.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Client 1st Advisors||Clearwater, FL||Jun 2006 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management292MILLIONS
Total Number of Accounts314ACCOUNTS
Average Account Value$930,098
- 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
AL, AR, FL, GA, LA, MS, NC, NH, TN, TX
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