David PortnoyCRD Number: 4628266
Current Firm: Ims Financial Advisors, Inc.
David Portnoy (CRD# 4628266) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Dallas, TX and has over 15 years of experience in the finance industry. David Portnoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Ims Securities, Inc.||Houston, TX||Jan 2003 - Current||15|
|Ims Financial Advisors, Inc.||Houston, TX||Jan 2002 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management83MILLIONS
Total Number of Accounts456ACCOUNTS
Average Account Value$182,436
- 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
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV
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