David Dalzell (CRD# 2367306) is an Investment Advisor Representative working at Dt Investment Advisors in State College, PA and has over 6 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dalzell Trading, LLC | Natick, MA | Mar 2017 - Current | 7 |
| Dalzell Trading Consultants | Natick, MA | Oct 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- MA
- PA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$360,724
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MA, PA
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