David Riback (CRD# 1097586) is an Investment Advisor Representative working at Oswego Wealth Management, Inc. in Tualatin, OR and has over 30 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riback Wealth Management, Inc. | Lake Oswego, OR | Apr 2020 - Current | 4 |
| Oswego Wealth Advisors Inc. | Lake Oswego, OR | Jan 2014 - Current | 10 |
| Lpl Financial, LLC | Lake Oswego, OR | Apr 2013 - Current | 11 |
| Strategic Financial Partners, Ltd | Portland, OR | Apr 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- OR
- TX
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$483,271
- 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)
OR, TX
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