David CoiroCRD Number: 50327
Current Firm: Symphonic Financial Advisors LLC
David Coiro (CRD# 50327) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in Los Angeles, CA and has over 39 years of experience in the finance industry.
Raymond James & Associates, Inc.
Awm Capital, LLC
Bluepoint Wealth Advisors
|Symphonic Securities||Kansas City, MO||Feb 2017 - Current||5|
|Rim Securities LLC||New York, NY||Jul 1986 - Feb 2017||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1982|
|S65||NASAA Investment Advisors Law Examination||Jan 1992|
Total Assets Under Management139MILLIONS
Total Number of Accounts1,199ACCOUNTS
Average Account Value$115,515
- 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
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, VT, WA, WI, WV, WY
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