David StuartCRD 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 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Pfs Investments Inc.||Pewaukee, WI||Apr 2012 - Current||5|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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