David Mejia (CRD# 6909817) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 6 years of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 3100041
Ubs Financial Services Inc.
CRD# 6763204
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Koss Olinger Financial Group | Gainesville, FL | Mar 2019 - Current | 5 |
| T. Rowe Price | Tampa, FL | Sep 2017 - Mar 2019 | 1 |
| Cyracom International | Tampa, FL | Jun 2016 - Sep 2017 | 1 |
| Unemployed | Tampa, FL | Mar 2016 - Jun 2016 | < 1 |
| Joyce & Reyes Law Firm | Tampa, FL | Jun 2015 - Mar 2016 | < 1 |
| University Of Wisconsin-superior | Superior, WI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- FL
-
Total Assets Under Management1,869MILLIONS
-
Total Number of Accounts3,016ACCOUNTS
-
Average Account Value$619,738
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, FL, GA, IL, LA, MA, MO, NC, NV, NY, OH, OK, SC, TN, TX
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