David BloomCRD Number: 5529999
Current Firm: Tfo Phoenix, Inc.
David Bloom (CRD# 5529999) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Tfo Phoenix, Inc.||Phoenix, AZ||Jan 2014 - Current||9|
|Tfo Phoenix, Inc.||Phoenix, AZ||Dec 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management3,340MILLIONS
Total Number of Accounts1,685ACCOUNTS
Average Account Value$1,982,466
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, DE, FL, IL, MD, MO, NV, NY, OR, SD, TX, WA
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