David AfraimiCRD Number: 5844646
Current Firm: Creativeone Wealth, LLC
David Afraimi (CRD# 5844646) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Changepath, LLC||Leawood, KS||Jul 2019 - Current||3|
|Client One Securities, LLC||Denver, CO||Jul 2016 - Current||6|
|Bam Advisory Group||Lakewood, CO||Jan 2010 - Current||12|
|Axa Advisors, LLC||New York, NY||Sep 2010 - Jul 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management3,241MILLIONS
Total Number of Accounts17,874ACCOUNTS
Average Account Value$181,348
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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