David TopkinCRD Number: 715425
Current Firm: Stifel, Nicolaus & Company, Incorporated
David Topkin (CRD# 715425) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mystic, CT and has over 34 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Commonwealth Financial Network
Ubs Financial Services Inc.
|Stifel Nicolaus & Co Inc.||New London, CT||Jun 2016 - Current||6|
|Janney Montgomery Scott Inc.||New London, CT||Nov 1990 - Jun 2016||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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, WY
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