David Beyerle, financial advisor Miamisburg OH
89 score

David Beyerle

CRD Number: 5999436
Current Firm: Ubs Financial Services Inc.

David Beyerle (CRD# 5999436) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Dayton, OH Oct 2011 - Current 5
University Of Dayton Dayton, OH Aug 2008 - May 2013 4
University Of Dayton - Davis Center For Portfolio Management Dayton, OH Aug 2010 - May 2012 1
University Of Dayton Campus Recreation Dayton, OH Aug 2009 - Aug 2011 2
Clark, Schaefer, Hackett & Company Cincinnati, OH Jan 2011 - Apr 2011 < 1
Kettering Health Network Dayton, OH May 2010 - Aug 2010 < 1
Brixx Ice Company Dayton, OH May 2009 - Aug 2009 < 1
Centerville High School Centerville, OH Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for David P. Beyerle
Phone Number: 201-352-3000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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