David SpeckmanCRD Number: 5965296
Current Firm: Mml Investors Services, LLC
David Speckman (CRD# 5965296) is an Investment Advisor Representative working at Mml Investors Services, LLC in Indianapolis, IN and has over 5 years of experience in the finance industry.
Halter Ferguson Financial Inc.
I4 Advisors LLC
Halter Ferguson Financial Inc.
|Mml Investors Services||Indianapolis, IN||Jul 2017 - Current||< 1|
|Mass Mutual Life Insurance Company||Indianapolis, IN||Jun 2017 - Current||< 1|
|Westpoint Financial Group||Indianapolis, IN||May 2017 - Current||< 1|
|Keenan Blanford||Indianapolis, IN||Feb 2016 - May 2017||1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Feb 2016||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Sep 2012 - Feb 2016||3|
|Northwestern Mutual Investment Services, LLC||Indianapolis, IN||Jun 2012 - Feb 2016||3|
|Thomas Weisenbach||Indianapolis, IN||Jun 2012 - Sep 2012||< 1|
|Thomas Weisenbach||Indianaplois, IN||Aug 2011 - Jun 2012||< 1|
|Black Tie Courrier||Indianapolis, IN||Oct 2005 - Aug 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management25,618MILLIONS
Total Number of Accounts157,759ACCOUNTS
Average Account Value$162,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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