David Fevergeon (CRD# 4928286) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Ellensburg, WA and has over 18 years of experience in the finance industry. David Fevergeon 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.
CRD# 2883618
Commonwealth Financial Network
CRD# 6531942
Edward Jones
CRD# 4636828
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Ellensburg, WA | Nov 2020 - Current | 3 |
| Securities America Advisors, Inc. | Ellensburg, WA | Nov 2020 - Current | 3 |
| Kms Financial Services, Inc. | Seattle, WA | Mar 2005 - Nov 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- TX
- WA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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