David Stanley (CRD# 7286526) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Grandville, MI and has over 3 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 |
|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center, IA | Apr 2021 - Current | 3 |
| Integrity Financial Service, LLC | Grandville, MI | Mar 2020 - Current | 4 |
| 1-800-hansons Roofing, Siding And Windows | Grand Rapids, MI | Jun 2019 - Mar 2020 | < 1 |
| Metal Masters Construction | Grand Rapids, MI | May 2018 - Jun 2019 | 1 |
| On The Border Mexican Grill | Holland, MI | Apr 2017 - Apr 2018 | 1 |
| Grand Valley State University | Allendale, MI | Aug 2014 - May 2017 | 2 |
| Unemployed | Grand Rapids, MI | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- MI
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Total Assets Under Management143MILLIONS
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Total Number of Accounts1,742ACCOUNTS
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Average Account Value$82,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI
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