David Chandler (CRD# 5273942) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Henderson, NV and has over 17 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Apr 2020 - Current | 4 |
| Ip Financial Advisory Services LLC | Charlotte, NC | Apr 2020 - Current | 4 |
| Securities America, Inc. | Las Vegas, NV | Aug 2019 - Mar 2020 | < 1 |
| Cooper Financial Group | Las Vegas, NV | Aug 2019 - Feb 2020 | < 1 |
| Securities America, Inc. | Las Vegas, NV | Sep 2018 - Jul 2019 | < 1 |
| Securities America Advisors | Las Vegas, NV | Sep 2018 - Jul 2019 | < 1 |
| Jp Morgan Securities, LLC | Prescott, AZ | Sep 2017 - Jul 2018 | < 1 |
| Lincoln Financial Advisors Corporation | Las Vegas, NV | Apr 2017 - Sep 2017 | < 1 |
| Unemployed | Henderson, NV | Jun 2016 - Apr 2017 | < 1 |
| Lpl Financial, LLC | Henderson, NV | Apr 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CA
- NV
- OR
- UT
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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