David Pankiw (CRD# 1476226) is an Investment Advisor Representative working at CUBIC Advisors, LLC in Devon, PA and has over 30 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cubic Advisors, LLC | Venice, FL | Sep 2018 - Current | 5 |
| Cubic Advisors, LLC | Waynesboro, PA | Aug 2012 - Jun 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- FL
- MD
- PA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts86ACCOUNTS
-
Average Account Value$560,353
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MD, ME, PA, WI
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