David Macino, financial advisor Holland OH

David Macino

CRD Number: 4806492
Current Firm: Macino Financial, LLC

David Macino (CRD# 4806492) is an Investment Advisor Representative working at Macino Financial, LLC in Holland, OH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Macino Financial, Llc Dba Macino Financial Services Holland, OH Oct 2018 - Current 5
Macino Financial, Llc Dba Macino Financial Services Holland, OH Nov 2013 - Current 10
Virtue Capital Management, LLC Nashville, TN Aug 2015 - Nov 2018 3
Next Financial Group, Inc. Houston, TX Jul 2008 - Aug 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for David P. Macino
Phone Number: 419-491-0909
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $53,390
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MI, OH

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