David OrloffCRD Number: 4485300
Current Firm: Girard Securities, Inc.
David Orloff (CRD# 4485300) is an Investment Advisor Representative working at Girard Securities, Inc. in Cleveland, OH and has over 15 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Girard Securities, Inc.||San Diego, CA||Mar 2006 - Current||11|
|Oswald Companies||Cleveland, OH||Feb 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
Total Assets Under Management646MILLIONS
Total Number of Accounts3,210ACCOUNTS
Average Account Value$201,360
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV