Noel David, financial advisor Cordova TN

Noel David

CRD Number: 4005883
Current Firm: Csenge Advisory Group, LLC

Noel David (CRD# 4005883) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Cordova, TN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Csenge Advisory Largo, FL Mar 2023 - Current 1
Connect Advisory Group, LLC Memphis, TN Sep 2020 - Current 3
Veritas Advisory Group LLC Atlanta, GA Aug 2020 - Current 3
Massmutual Life Ins. Company Springfield, MA May 2002 - Current 22
Mml Investors Services, Inc. Memphis, TN Jun 2002 - Aug 2020 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Noel G. David
Phone Number: 727-437-6000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    2,753
    MILLIONS
  • Total Number of Accounts
    14,675
    ACCOUNTS
  • Average Account Value
    $187,594
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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