David Senkyr (CRD# 4311689) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 22 years of experience in the finance industry. David Senkyr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Clive, IA | Apr 2023 - Current | 1 |
| David James Financial Inc. | North Liberty, IA | Apr 2023 - Current | 1 |
| Fidelity Institutional | Smithfield, RI | Jun 2006 - Apr 2023 | 16 |
| Fidelity Investments | Smithfield, RI | May 2006 - Apr 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- IA
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$316,870
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IA, IL, KY, NE, TX
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