David BernsteinCRD Number: 4608704
Current Firm: Advice And Planning Services
David Bernstein (CRD# 4608704) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 20 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Tiaa||Philadelphia, PA||Aug 2007 - Current||15|
|Tiaa-cref Individual & Institutional Services, LLC||Philadelphia, PA||Aug 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management30,907MILLIONS
Total Number of Accounts76,892ACCOUNTS
Average Account Value$401,951
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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