David Ostler, financial advisor Honolulu HI
86 score

David Ostler

CRD Number: 1996176
Current Firm: Valic Financial Advisors, Inc.

David Ostler (CRD# 1996176) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Honolulu, HI and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Valic Financial Advisors, Inc. Honolulu, HI Sep 2011 - Current 5
Securities America Inc. La Vista, NE Apr 2010 - Sep 2011 1
Securities America Advisors La Vista, NE Apr 2010 - Sep 2011 1
Uvest Financial Services Irvine, CA Jul 2005 - May 2010 4
American Savings Bank Honolulu, HI Apr 2000 - Apr 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Jul 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David M. Ostler
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, 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, WV

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BADGES
86

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