David FreimanCRD Number: 3173789
Current Firm: Pnc Investments
David Freiman (CRD# 3173789) is an Investment Advisor Representative working at Pnc Investments in Philadelphia, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Pnc Bank||Philadelphia, PA||Nov 2012 - Current||4|
|Pnc Investments LLC||Pittsburgh, PA||Nov 2012 - Current||4|
|Marriott||Philadelphia, PA||Jan 1997 - Current||20|
|Santander Securities LLC||Guaynabo, PR||Sep 2012 - Nov 2012||< 1|
|Sovereign Bank||Newtown, PA||Jul 2012 - Nov 2012||< 1|
|Lpl Financial||Newtown, PA||Jul 2012 - Sep 2012||< 1|
|Ameriprise Financial Services Inc.||Voorhees, NJ||Aug 2011 - Jul 2012||< 1|
|Wachovia Securities, LLC||Summit, NJ||May 2003 - Apr 2011||7|
|Wachovia Bank, N.a.||Summit, NJ||Apr 2003 - Apr 2011||8|
|Hyperion Bank||Philadelphia, PA||Feb 2011 - Mar 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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