David CagwinCRD Number: 37984
Current Firm: Bradford Financial Center
David Cagwin (CRD# 37984) is an Investment Advisor Representative working at Bradford Financial Center in Kalona, IA and has over 32 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
Thrivent Investment Management Inc.
|Bradford Financial Center||Clarion, IA||Jul 2007 - Current||15|
|Your Real Estate Co LLC||Kalona, IA||Oct 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
|S63||Uniform Securities State Law Examination||May 1990|
Total Assets Under Management208MILLIONS
Total Number of Accounts1,639ACCOUNTS
Average Account Value$126,642
- 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
AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MI, MN, MO, MS, MT, NC, NE, NJ, NV, OH, SD, TN, TX, VA, WA
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