David NevinskiCRD Number: 1386883
Current Firm: Royal Alliance Associates, Inc.
David Nevinski (CRD# 1386883) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Milwaukee, WI and has over 31 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Royal Alliance||Milwaukee, WI||Mar 2015 - Current||2|
|The Investment Company Inc||Milwaukee, WI||Nov 1989 - Current||27|
|First Midwest Securities, Inc.||Milwaukee, WI||Nov 1989 - Mar 2015||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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