David BownCRD Number: 3088814
Current Firm: Questar Asset Management, Inc.
David Bown (CRD# 3088814) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Lihue, HI and has over 19 years of experience in the finance industry.
Aegis Capital Management, Inc.
State Farm Investment Management Corp.
Retirement Wealth Advisors, Inc.
|Questar Asset Management||Minneapolis, MN||Sep 2007 - Current||10|
|Questar Capital Corporation||Minneapolis, MN||Aug 2007 - Current||10|
|Mml Investors Services, Inc.||Honolulu, HI||Jul 1998 - Aug 2007||9|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Oct 1996 - Aug 2007||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV