![David Falcone, financial advisor Kansas City MO](/img/ws/profile-blank-sq.png)
David Falcone (CRD# 6504485) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Kansas City, MO and has over 5 years of experience in the finance industry.
![Timothy Accurso, financial advisor Kansas City MO](/img/ws/profile-blank-sq.png)
CRD# 5595335
Prime Capital Investment Advisors, LLC
![Scott Adair, financial advisor Kansas City MO](/img/ws/profile-blank-sq.png)
CRD# 6129945
Creative Planning
![Gabriel Adams, financial advisor Kansas City MO](/img/ws/profile-blank-sq.png)
CRD# 6330565
Creative Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Cbiz | Kansas City, MO | Dec 2023 - Current | < 1 |
Mutual Of America | Blue Bell, PA | Nov 2018 - Dec 2023 | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton, NJ | Dec 2017 - Nov 2018 | < 1 |
Nylife Securities, LLC | Berwyn, PA | Oct 2015 - Dec 2017 | 2 |
New York Life Insurance Company | Berwyn, PA | Jun 2015 - Dec 2017 | 2 |
Catholic University Athletics | Washington, DC | Sep 2011 - May 2015 | 3 |
The Catholic University Of America | Washington, DC | Jul 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2019 |
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- MO
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Total Assets Under Management8,859MILLIONS
-
Total Number of Accounts2,257ACCOUNTS
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Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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