David MarinaCRD Number: 1077894
Current Firm: Waddell & Reed
David Marina (CRD# 1077894) is an Investment Advisor Representative working at Waddell & Reed in Las Vegas, NV and has over 16 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Joel Everage||Las Vegas, NV||Jan 2015 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||N Las Vegas, NV||Oct 2013 - Current||3|
|Waddell & Reed Inc.||Las Vegas, NV||Oct 2013 - Current||3|
|Diagnostic Screening Solutions||Las Vegas, NV||Aug 2011 - Current||5|
|Ameriprise Financial Services Inc.||Las Vegas, NV||Mar 2012 - Sep 2013||1|
|Unemployed||Las Vegas, NV||Mar 2011 - Aug 2011||< 1|
|Catholic Charities Of Southern Nevada||Las Vegas, NV||Jan 2011 - Mar 2011||< 1|
|Unemployed||Las Vegas, NV||Aug 2010 - Jan 2011||< 1|
|Edward Jones||St. Louis, MO||May 2010 - Aug 2010||< 1|
|Woodbury Financial Services||Henderson, NV||Apr 2009 - May 2010||1|
|Self||Las Vegas, NV||Jan 2009 - Apr 2009||< 1|
|Smh Capital||Henderson, NV||Jan 2006 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
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)
- 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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