David Navarro (CRD# 4292278) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 22 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Capital Management | Philadelphia, PA | Aug 2018 - Current | 5 |
| Hd Vest Advisory Representative | Pennington, NJ | Feb 2017 - Aug 2018 | 1 |
| Hd Vest Investment Services | Pennington, NJ | Jan 2017 - Aug 2018 | 1 |
| David J Scafa Cpa, Pfs | Pennington, NJ | Oct 2016 - Aug 2018 | 1 |
| Greenway Mortgage | Spring Lake, NJ | Oct 2016 - May 2018 | 1 |
| T3 Trading Group, LLC | New York, NY | Nov 2015 - Nov 2016 | 1 |
| Unemployed | Freehold, NJ | Sep 2014 - Oct 2015 | 1 |
| Quasar Trading, LLC | New York, NY | Mar 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- PA
-
Total Assets Under Management2,726MILLIONS
-
Total Number of Accounts2,793ACCOUNTS
-
Average Account Value$975,954
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DE, FL, MA, MD, MN, NH, NJ, NY, PA, TX, VA
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