David Berkowitz (CRD# 1384375) is an Investment Advisor Representative working at Valuealigned Partners in Red Bank, NJ and has over 29 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valuealigned Partners, LLC | Red Bank, NJ | Jun 2002 - Current | 21 |
| Berk Capital, LP | Red Bank, NJ | Jun 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- NJ
- TX
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts141ACCOUNTS
-
Average Account Value$409,731
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
NJ, TX
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