David ZimmermanCRD Number: 1406231
Current Firm: First Citizens Investor Services, Inc.
David Zimmerman (CRD# 1406231) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 32 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|First Citizens Investor Services||Raleigh, NC||Jan 2016 - Current||1|
|Wells Fargo Advisors, LLC||Los Angeles, CA||Jan 2011 - Jan 2016||5|
|Wells Fargo Investments, LLC||Beverly Hills, CA||Jul 2009 - Jan 2011||1|
|Wells Fargo Investments, LLC||Los Angeles, CA||Jun 2009 - Jan 2011||1|
|Wells Fargo Investments, LLC||El Segundo, CA||Apr 2003 - Jan 2011||7|
|Wells Fargo Bank||El Segundo, CA||Apr 2003 - Aug 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- 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)
CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV