David MerskyCRD Number: 4494397
Current Firm: Cabana Asset Management
David Mersky (CRD# 4494397) is an Investment Advisor Representative working at Cabana Asset Management in Fayetteville, AR and has over 9 years of experience in the finance industry.
|Cabana Asset Management||Fayetteville, AR||Nov 2015 - Current||1|
|Serco Inc.||Rogers, AR||Aug 2013 - Current||3|
|The Change Agency, LLC||Springdale, AR||Sep 2007 - Current||9|
|Horter Investment Management, LLC||Cincinnati, OH||Dec 2013 - Nov 2015||1|
|Southeast Investments, N.c. Inc.||Charlotte, NC||Sep 2012 - Jul 2013||< 1|
|Brokers International Financial Services||Panora, IA||Jan 2010 - Aug 2012||2|
|Spectrum Capital, Inc.||Omaha, NE||Mar 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Total Assets Under Management17MILLIONS
Total Number of Accounts108ACCOUNTS
Average Account Value$160,185
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AR, CO, FL, LA, TX
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