David Bain (CRD# 6662909) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cranberry Township, PA and has over 7 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Cranberry Township, PA | Aug 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Ravenna, OH | Nov 2019 - Aug 2021 | 1 |
| J.p. Morgan Securities LLC | Ravenna, OH | Nov 2019 - Aug 2021 | 1 |
| Charles Schwab & Company, Inc. | Richfield, OH | Aug 2016 - Sep 2019 | 3 |
| Unemployed | Sharpsville, PA | Jun 2016 - Jul 2016 | < 1 |
| Western & Southern Life, | Youngstown, OH | Feb 2016 - May 2016 | < 1 |
| Youngstown State University | Youngstwon, OH | Aug 2011 - May 2016 | 4 |
| Hubbard Little Eagles | Hubbard, OH | Aug 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- PA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
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