David BandarsCRD Number: 3009180
Current Firm: Securities America Advisors, Inc.
David Bandars (CRD# 3009180) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 20 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Rpr Business Associates||Lavista, NE||Jun 2012 - Current||5|
|Securities America, Inc.||La Vista, NE||Nov 2010 - Current||7|
|Securities Americ Advisors||La Vista, NE||Nov 2010 - Current||7|
|Retirement Plan Resources, Inc.||La Vista, NE||Jun 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV