David HabibCRD Number: 4455650
Current Firm: Oxbow Advisors, LLC
David Habib (CRD# 4455650) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Corpus Christi, TX and has over 15 years of experience in the finance industry.
Eagle Strategies LLC
Stifel, Nicolaus & Company, Incorporated
Pazera Capital Management, Inc.
|Oxbow Advisors||Corpus Christi, TX||Jun 2013 - Current||3|
|Herndon Plant Oakley Ltd.||Corpus Christi, TX||Mar 2003 - Current||14|
|Ransleben, Senterfitt, Sedwick & Company, P.c.||Corpus Christi, TX||Dec 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management1,403MILLIONS
Total Number of Accounts1,483ACCOUNTS
Average Account Value$946,099
- 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)
- Publication of periodicals or newsletters
AL, AR, AZ, CA, CO, FL, GA, HI, IL, KS, LA, MA, MD, MI, MO, MS, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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