David Carlor (CRD# 6181686) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 11 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities Inc. | Fort Lee, NJ | May 2023 - Current | 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2018 - May 2023 | 4 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2018 - May 2023 | 5 |
Northwestern Mutual Investment Services LLC | Paramus, NJ | May 2018 - May 2023 | 5 |
Moneytalk Workshops | Paramus, NJ | Oct 2017 - Mar 2018 | < 1 |
Bank Of America Merrill Lynch | T, NJ | Feb 2016 - Oct 2017 | 1 |
Bank Of America Merrill Lynch | New York, NY | Nov 2014 - Feb 2016 | 1 |
Student | New York, NY | Apr 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
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.
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
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