David Ahern (CRD# 2792588) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Lisle, IL and has over 15 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Asset Management, Inc. | Monument, CO | Dec 2019 - Current | 4 |
| Unemployed | Bolingbrook, IL | Jun 2019 - Nov 2019 | < 1 |
| Invesco | Downers Grove, IL | Apr 2018 - May 2019 | 1 |
| Guggenheim Funds Distributors, LLC | Lisle, IL | Mar 2011 - Apr 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- IL
- TX
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Total Assets Under Management3,854MILLIONS
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Total Number of Accounts1,767ACCOUNTS
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Average Account Value$2,180,894
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, WY
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