David LittleCRD Number: 5061838
Current Firm: Keel Point, LLC
David Little (CRD# 5061838) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Hightower Advisors, LLC
Raymond James & Associates, Inc.
|Blue Creek Securities, LLC||Huntsville, AL||Aug 2011 - Current||10|
|Blue Creek Investment Partners, LLC||Huntsville, AL||Aug 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management2,618MILLIONS
Total Number of Accounts5,770ACCOUNTS
Average Account Value$453,680
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI, WV
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