David GoeresCRD Number: 5983105
Current Firm: Edward Jones
David Goeres (CRD# 5983105) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St. Louis, MO||May 2012 - Current||4|
|Unemployed||St. Louis, ME||Apr 2012 - May 2012||< 1|
|Edward Jones||St Louis, MO||Oct 2011 - Apr 2012||< 1|
|Utah Soccer Association||Salt Lake City, UT||Apr 2011 - Oct 2011||< 1|
|Arup Laboratories||Salt Lake City, UT||Aug 2007 - Oct 2011||4|
|Westside Presbyterian Church||Salt Lake City, UT||Sep 2008 - Sep 2011||3|
|University Of Utah||Salt Lake City, UT||Aug 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV