David Moelker, financial advisor Grandville MI
93 score

David Moelker

CRD Number: 3114412
Current Firm: Royal Advisors, LLC

David Moelker (CRD# 3114412) is an Investment Advisor Representative working at Royal Advisors, LLC in Grandville, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Securities Company Grandville, MI Jun 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for David G. Moelker
Phone Number: 616-538-2550
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $127,440
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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