David LatkoCRD Number: 1013326
Current Firm: Latko Wealth Management, Ltd.
David Latko (CRD# 1013326) is an Investment Advisor Representative working at Latko Wealth Management, Ltd. in Frankfort, IL and has over 36 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Raymond James Financial Services Advisors, Inc.
Lpl Financial LLC
|Latko Wealth Management, Ltd||Frankfort, IL||Mar 2016 - Current||2|
|Lpl Financial LLC||Frankfort, IL||Nov 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1981|
|S65||NASAA Investment Advisors Law Examination||Sep 1995|
Total Assets Under Management70MILLIONS
Total Number of Accounts289ACCOUNTS
Average Account Value$241,771
- 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
CO, FL, IL, IN, TX
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