David FrischCRD Number: 4547053
Current Firm: Frisch Financial Group, Inc.
David Frisch (CRD# 4547053) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has 1 year of experience in the finance industry. David Frisch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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American Portfolios Advisors, Inc.
Abbondandolo Wealth Management Corp
|Frisch Financial Group, Inc.||Melville, NY||Jun 1999 - Current||18|
Total Assets Under Management371MILLIONS
Total Number of Accounts1,218ACCOUNTS
Average Account Value$304,386
- 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
- Pension consulting services
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