David MrazCRD Number: 809949
Current Firm: Mraz, Amerine & Associates, Inc.
David Mraz (CRD# 809949) is an Investment Advisor Representative working at Mraz, Amerine & Associates, Inc. in Modesto, CA and has over 36 years of experience in the finance industry.
Integral Wealth Management
Valic Financial Advisors, Inc.
|Mraz, Amerine & Associates||Modesto, CA||Oct 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Jul 2003|
Total Assets Under Management566MILLIONS
Total Number of Accounts1,460ACCOUNTS
Average Account Value$387,335
- 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
CA, NV, TX, WI
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