David Scher (CRD# 2876803) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgewood, NJ and has over 26 years of experience in the finance industry. David Scher 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Paramus, NJ | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Paramus, NJ | Dec 2015 - Current | 8 |
| Applied High Voltage, LLC | Albany, NY | Jan 2013 - Current | 11 |
| Nfp Securities, Inc. | Austin, TX | Dec 2015 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- NJ
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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