David BotwinickCRD Number: 1364511
Current Firm: Sii Investments, Inc.
David Botwinick (CRD# 1364511) is an Investment Advisor Representative working at Sii Investments, Inc. in Oxnard, CA and has over 17 years of experience in the finance industry.
Greyfox Investors LLC
Lamia Financial Group, Inc.
Fairfield, Bush & Company
|Sii Investments||Oxnard, CA||Mar 2013 - Current||4|
|Axa Advisors, LLC||New York, NY||Sep 1999 - Mar 2013||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2000|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV