David Stuart, financial advisor Pewaukee WI
90 score

David Stuart

CRD Number: 6053251
Current Firm: Primerica Advisors

David Stuart (CRD# 6053251) is an Investment Advisor Representative working at Primerica Advisors in Pewaukee, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Pewaukee, WI Apr 2012 - Current 4
Primerica Financial Services Pewaukee, WI Oct 2011 - Current 5
Nestle Purina Jefferson, WI Mar 2011 - Sep 2011 < 1
Baker-rullman Mfg Watertown, WI Mar 2006 - Mar 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for David Stuart
Phone Number: 800-544-5445
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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