David WhitesideCRD Number: 6051308
Current Firm: Securian Financial Services, Inc.
David Whiteside (CRD# 6051308) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Midlothian, VA and has over 4 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Securian Financial Services Inc.||St. Paul, MN||Jul 2013 - Current||4|
|Minnesota Life||St. Paul, MN||Jul 2013 - Current||4|
|Virginia Asset Management||Midlothian, VA||Jul 2013 - Current||4|
|Securian Financial Services Inc.||St Paul, MN||Jun 2013 - Jul 2013||< 1|
|Virginia Asset Management||Midlothian, VA||Jun 2013 - Jul 2013||< 1|
|American United Life||Richmond, VA||Nov 2012 - Jun 2013||< 1|
|Oneamerica Securities||Richmond, VA||Nov 2012 - Jun 2013||< 1|
|United Insurance Co Of America||Richmond, VA||Dec 2005 - Nov 2012||6|
|Metlife Securities Inc.||Richmond, VA||Apr 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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