David Teroller (CRD# 2039247) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 34 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Water Asset Management | Grand Rapids, MI | Feb 2015 - Current | 9 |
| Redfield Financial Group | Grand Rapids, MI | Feb 1990 - Current | 34 |
| Invest Financial Corporation | Grand Rapids, MI | Dec 2008 - Feb 2016 | 7 |
| Capital Asset Advisory Servcies, LLC | Haslett, MI | Nov 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1990 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- MI
-
Total Assets Under Management335MILLIONS
-
Total Number of Accounts1,695ACCOUNTS
-
Average Account Value$197,481
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, IL, MI, NC, TX
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