David AnkromCRD Number: 2503124
Current Firm: Financial Engines Advisors LLC
David Ankrom (CRD# 2503124) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 28 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Financial Engines Advisors L.l.c||Santa Clara, CA||Jun 2021 - Current||2|
|Financial Engines||Phoenix, AZ||Jun 2007 - Jun 2021||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1994|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management241,970MILLIONS
Total Number of Accounts1,594,707ACCOUNTS
Average Account Value$151,733
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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