David SchillerCRD Number: 2794155
Current Firm: Aegis Wealth Partners, LLC
David Schiller (CRD# 2794155) is an Investment Advisor Representative working at Aegis Wealth Partners, LLC in Phoenix, AZ and has over 17 years of experience in the finance industry. David Schiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dynamic Wealth Partners, LLC
|Aegis Wealth Partners, LLC||Scottsdale, AZ||Jun 2014 - Current||8|
|Vora Wealth Management, Pllc||Flagstaff, AZ||Sep 2013 - Current||9|
|Vora Financial Group, Pllc||Flagstaff, AZ||Sep 2013 - Current||9|
|Securian Financial Services Inc.||St Paul, MN||Sep 2012 - Sep 2013||1|
|Financial Design Group||Phoenix, AZ||Sep 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management1MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$125,000
- A percentage of assets under your management
- 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)
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