David NeilsenCRD Number: 5527987
Current Firm: Raymond James Financial Services Advisors, Inc.
David Neilsen (CRD# 5527987) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Oroville, CA and has over 9 years of experience in the finance industry.
Cw Does Business Under The Dba The O'donnell Group
Securities America Advisors, Inc.
Valic Financial Advisors, Inc.
|Raymond James Financial Services Advisors, Inc.||Oroville, CA||Apr 2011 - Current||6|
|Raymond James Financial Services,inc||Orville, CA||Jan 2011 - Current||7|
|Edward Jones||St. Louis, MO||May 2008 - Jan 2011||2|
|Mercury Register||Oroville, CA||Jan 1988 - Mar 2008||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY