David Croney (CRD# 1281734) is an Investment Advisor Representative working at Advanced Financial Analysis, LLC in Fleming Island, FL and has over 25 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David Croney | Green Cove Springs, FL | Nov 2013 - Current | 10 |
| Advanced Financial Analysis, LLC | Fleming Island, FL | Sep 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management4MILLIONS
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Total Number of Accounts19ACCOUNTS
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Average Account Value$227,910
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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