David Siegel, financial advisor Fort Worth TX
89 score

David Siegel

CRD Number: 6313424
Current Firm: Td Ameritrade, Inc.

David Siegel (CRD# 6313424) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade Fort Worth, TX May 2016 - Current < 1
Fidelity Investments Westlake, TX Mar 2014 - May 2016 2
Nationstar Mortgage LLC Lewisville, TX Sep 2011 - Mar 2014 2
Self-employed Flower Mound, TX Jul 2009 - Sep 2011 2
University Of North Texas Denton, TX Sep 2009 - May 2011 1
North Lake College North Lake, TX Jan 2007 - Aug 2009 2
Jimmy John's Lewisville, TX Jun 2008 - Jul 2009 1
Omaha Steaks Lewisville, TX Nov 2007 - May 2008 < 1
Camden County Community College Blackwood, NJ Sep 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination May 2014
Contact Info for David B. Siegel
Phone Number: (800) 669-3900
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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