David Kopyc (CRD# 1065369) is an Investment Advisor Representative working at Retirement Planning Group, LLC in Malta, NY and has over 39 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2021 - Current | 3 |
| Retirement Planning Group | Malta, NY | Aug 2005 - Current | 18 |
| Securities America, Inc. | Malta, NY | Sep 2020 - Jan 2021 | < 1 |
| Arbor Point Advisors | Malta, NY | Sep 2020 - Dec 2020 | < 1 |
| Ssn Advisory, Inc. | Malta, NY | Jan 2019 - Sep 2020 | 1 |
| Securities Service Network | Malta, NY | Jan 2019 - Sep 2020 | 1 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2008 - Dec 2018 | 10 |
| Ameritas Life Insurance | Lincoln, NE | Aug 2008 - Dec 2018 | 10 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Aug 2006 - Dec 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- NY
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Total Assets Under Management244MILLIONS
-
Total Number of Accounts1,399ACCOUNTS
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Average Account Value$174,210
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NH, NY, TX
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