David Downey, financial advisor Marion IA
93 score

David Downey

CRD 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.

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Company Name Location Dates Years
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 &quot;fore&quot; 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
Contact Info for David S. Downey
Phone Number: 319-447-5700
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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