David BostickCRD Number: 1914024
Current Firm: Esi Financial Advisors
David Bostick (CRD# 1914024) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 20 years of experience in the finance industry.
Esi Financial Advisors
Mml Investors Services, LLC
Esi Financial Advisors
|Equity Services Inc.||Montpelier, VT||Jun 2014 - Current||3|
|National Life Group||Dallas, TX||Mar 2014 - Current||3|
|Massmutual Life Insurance Company||Addison, TX||Feb 2010 - Feb 2014||4|
|Mml Investors Services Inc.||Addison, TX||Feb 2010 - Feb 2014||4|
|Northwestern Mutual Investment Services, LLC||Forth Worth, TX||Jul 2005 - Jan 2010||4|
|Northwestern Mutual Investment Services, LLC||Las Vegas, NV||Jun 1997 - Jan 2010||12|
|Northwestern Mutual Life||Milwaukee, WI||May 1985 - Jan 2010||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management975MILLIONS
Total Number of Accounts6,558ACCOUNTS
Average Account Value$148,612
- 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, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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