David RiesCRD Number: 5100031
Current Firm: Oneamerica Securities, Inc.
David Ries (CRD# 5100031) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Nampa, ID and has over 16 years of experience in the finance industry.
American Independent Securities Group, LLC
Libra Wealth LLC
|Oneamerica Securities||Boise, ID||Oct 2009 - Current||13|
|American United Life||Boise, ID||Aug 2009 - Current||13|
|Michele Eastland Band||Boise, ID||Sep 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$112,030
- 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, WY
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