David Ping (CRD# 5628157) is an Investment Advisor Representative working at Equitable Advisors, LLC in Elkhorn, NE and has over 14 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Sep 2017 - Current | 6 |
| Axa Advisors, LLC | New York, NY | Sep 2017 - Jun 2020 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Aug 2017 | 1 |
| Northwestern Mutual Investment Services, LLC | Omaha, NE | Jul 2015 - Aug 2017 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2008 - Aug 2017 | 8 |
| Northwestern Mutual Investment Services, LLC | Omaha, NE | Jul 2015 - Mar 2016 | < 1 |
| Northwestern Mutual Investment Services, LLC | Ann Arbor, MI | Jul 2014 - Jul 2015 | 1 |
| Northwestern Mutual Investment Services, LLC | Ann Arbor, MI | Apr 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- AZ
- CA
- CO
- IA
- KS
- MD
- MI
- MT
- NE
- OK
- TX
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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, 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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