David Ehlert (CRD# 1181878) is an Investment Advisor Representative working at Arbor Family Wealth Advisors, Inc. in Lodi, CA and has over 27 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 1833654
Lpl Financial LLC
CRD# 6805731
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Advisory Group | Lodi, CA | Mar 2014 - Current | 10 |
| M Holdings Securities, Inc. | Lodi, CA | Jul 2001 - Current | 22 |
| Arbor Family Wealth Advisors, Inc. | Lodi, CA | May 1998 - Current | 25 |
| New York Life Insurance Company | Stockton, CA | Oct 1979 - Current | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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