David Black (CRD# 6745585) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Layton, UT and has over 7 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
CRD# 1260613
Stratos Wealth Partners, Ltd
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Salt Lake City, UT | Jan 2017 - Current | 7 |
| Prestige Financial Services | Salt Lake City, UT | Sep 2015 - Dec 2016 | 1 |
| Wells Fargo | Salt Lake City, UT | Aug 2015 - Sep 2015 | < 1 |
| Do It For You | Centerville, UT | Jul 2015 - Aug 2015 | < 1 |
| The Church Of Jesus Christ Of Latter-day Saints | Tulsa, OK | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- TX
- UT
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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, 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, VT, WA, WI, WV, WY
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