David Kobus (CRD# 6146504) is an Investment Advisor Representative working at Waddell & Reed in Kennewick, WA and has over 4 years of experience in the finance industry.
CRD# 6406327
Edward Jones
Score
98
CRD# 4635384
D.a. Davidson & Company
Score
96
CRD# 1087038
Valic Financial Advisors, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waddell & Reed, Inc. | Kennewick, WA | Feb 2015 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Richland, WA | Feb 2015 - Current | 2 |
| City Of Richland | Richland, WA | Jun 2013 - Current | 4 |
| Applewood Estates | Richland, WA | Jun 2008 - Current | 9 |
| Se Wa Service Center For Deaf And Hard Of Hearing | Pasco, WA | Jan 2014 - May 2015 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2015 | < 1 |
| Morgan Stanley | Kennewick, WA | Jan 2013 - Feb 2015 | 2 |
| Self-employed | Richland, WA | Dec 2011 - Jan 2013 | 1 |
| Energy Northwest | Richland, WA | Jul 1986 - Dec 2011 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- WA
-
Total Assets Under Management18,309MILLIONS
-
Total Number of Accounts149,599ACCOUNTS
-
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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