David NemethCRD Number: 1036788
Current Firm: Ameriprise Financial Services, Inc.
David Nemeth (CRD# 1036788) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Oakhurst, CA and has over 20 years of experience in the finance industry.
State Farm Investment Management Corp.
Park Avenue Securities LLC
Financial & Investment Solutions, Inc.
|American Express Financial Advisors Inc.||Fresno, CA||Feb 1982 - Current||35|
|Ids Life Insurance Company||Minneapolis, MN||Feb 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1996|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV