David AstryCRD Number: 5368106
Current Firm: Raymond James Financial Services Advisors, Inc.
David Astry (CRD# 5368106) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 7 years of experience in the finance industry.
|Bush Investment Group||Meadville, PA||Mar 2015 - Current||1|
|Raymond James Financial Services, Inc.||Meadville, PA||Nov 2010 - Current||6|
|Raymond James Financial Services Advisors, Inc.||Meadville, PA||Nov 2010 - Current||6|
|Ameriprise Financial Services, Inc.||Fredonia, NY||Jun 2009 - Nov 2010||1|
|Ameriprise Financial Services, Inc.||Fredonia, NY||Aug 2008 - Jun 2009||< 1|
|Unemployed||Fredonia, NY||Jun 2008 - Aug 2008||< 1|
|Allegheny College||Meadville, PA||Sep 2007 - May 2008||< 1|
|Shorewood Country Club||Dunkirk, NY||May 2007 - Sep 2007||< 1|
|Ameriprise Financial Services, Inc.||Dunkirk, NY||Jun 2007 - Aug 2007||< 1|
|Northern Chautauqua Soccer Association||Fredonia, NY||Jul 1998 - Aug 2007||9|
|Allegheny College||Meadville, PA||Sep 2006 - May 2007||< 1|
|Shorewood Country Club||Dunkirk, NY||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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