David GripshoverCRD Number: 6405741
Current Firm: Ubs Financial Services Inc.
David Gripshover (CRD# 6405741) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Louisville, KY and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
|Ubs Financial Services||Louisville, KY||Feb 2018 - Current||3|
|Edward Jones||Louisville, KY||Apr 2017 - Jan 2018||< 1|
|Unemployed||Louisville, KY||Jan 2017 - Apr 2017||< 1|
|American Commercial Barge Lines||Jeffersonville, IN||Aug 2016 - Dec 2016||< 1|
|University Of Louisville||Louisville, KY||Aug 2012 - Dec 2016||4|
|University Of Louisville College Of Business||Louisville, KY||Jun 2016 - Aug 2016||< 1|
|Cardinal Moving Company||Louisville, KY||Jun 2015 - May 2016||< 1|
|Morgan Stanley||Louisville, KY||Aug 2014 - Apr 2015||< 1|
|Drees Homes||Ft. Mitchell, KY||Jun 2014 - Aug 2014||< 1|
|Student||Louisville, KY||Sep 2013 - May 2014||< 1|
|Amazon Fulfillment||Hebron, KY||Jun 2013 - Aug 2013||< 1|
|Student||Louisville, KY||Sep 2012 - May 2013||< 1|
|Cru Cutters LLC||Union, KY||Jun 2012 - Aug 2012||< 1|
|Saint Paul School||Florence, KY||Aug 2000 - Aug 2012||12|
|St. Henry High School||Erlanger, KY||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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