David KolterCRD Number: 5896147
Current Firm: Edward Jones
David Kolter (CRD# 5896147) is an Investment Advisor Representative working at Edward Jones in Lebanon, PA and has over 5 years of experience in the finance industry.
Ic Advisory Services, Inc.
Rbc Capital Markets, LLC
Thrivent Investment Management Inc.
|Edward Jones||St. Louis, MO||Mar 2011 - Current||5|
|Gold's Gym||Hummelstown, PA||Jun 2007 - Mar 2011||3|
|Isaac's Deli||Hershey, PA||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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