David DistefanoCRD Number: 5572660
Current Firm: Harbour Investments, Inc.
David Distefano (CRD# 5572660) is an Investment Advisor Representative working at Harbour Investments, Inc. in Janesville, WI and has over 9 years of experience in the finance industry.
Lpl Financial LLC
Bmo Asset Management Corp.
|Harbour Investments Inc.||Madison, WI||Apr 2012 - Current||6|
|Alongi Santas Financial||Beloit, WI||Apr 2012 - Current||6|
|Proequities, Inc.||Janesville, WI||Aug 2010 - Apr 2012||1|
|Robert W. Baird & Company Inc.||Janesville, WI||Jul 2008 - Jun 2010||1|
|Virchow Krause & Company||Janesville, WI||Dec 1999 - Jul 2008||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management763MILLIONS
Total Number of Accounts3,719ACCOUNTS
Average Account Value$205,050
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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