David ChoppCRD Number: 6226229
Current Firm: 1st Global Advisors Inc.
David Chopp (CRD# 6226229) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Pleasanton, CA and has over 3 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|1st Global Advisors, Inc.||Pleasanton, CA||Nov 2013 - Current||3|
|1st Global Capital Corp||Pleasanton, CA||Nov 2013 - Current||3|
|David E.chopp Cpa, An Accountancy Corporation||Pleasanton, CA||Nov 2012 - Current||4|
|Enterprise Rent-a-car Co Of San Francisco||Burlingame, CA||Jan 2000 - Oct 2012||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- 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, VI, VT, WA, WI, WV