David DowneyCRD Number: 4543901
Current Firm: Bfc Planning, Inc.
David Downey (CRD# 4543901) is an Investment Advisor Representative working at Bfc Planning, Inc. in Marion, IA and has over 10 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
|Berthel Fisher & Company Financial Services, Inc.||Marion, IA||Jan 2016 - Current||< 1|
|Bfc Planning, Inc.||Marion, IA||Nov 2011 - Current||5|
|Securities Management & Research||Marion, IA||Nov 2011 - Dec 2015||4|
|Kirkwood Community College||Cedar Rapids, IA||Aug 2010 - May 2014||3|
|The O.n. Equity Sales Company||Cincinnati, OH||Oct 2010 - Nov 2011||1|
|Ohio National Financial Services||Cincinnati, OH||Oct 2010 - Nov 2011||1|
|Milliser Smith Agency||Cedar Rapids, IA||Oct 2008 - Nov 2010||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2008 - Oct 2008||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2008 - Oct 2008||< 1|
|Golf Greens "fore" U||Cedar Rapids, IA||Jun 2003 - Oct 2008||5|
|Metlife Securities Inc.||Plymouth, MN||Sep 2006 - Apr 2008||1|
|Metropolitan Life Insurance Company||Plymouth, MN||Sep 2006 - Apr 2008||1|
|Coldwell Banker Hedges||Cedar Rapids, IA||Nov 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2006|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Total Assets Under Management226MILLIONS
Total Number of Accounts1,960ACCOUNTS
Average Account Value$115,102
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV
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