David Plotkin (CRD# 5938006) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Saint Petersburg, FL and has over 11 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Teach Me To, Inc. | San Diego, CA | Mar 2023 - Current | 1 |
| St. Petersburg Tennis Center | St. Petersburg, FL | Mar 2023 - Current | 1 |
| Gold Medal Waters, Inc. | St. Petersburg, FL | Jan 2022 - Current | 2 |
| Droneup | Virginia Beach, VA | Mar 2023 - Jul 2023 | < 1 |
| Santander Bank | New York, NY | Aug 2019 - Feb 2023 | 3 |
| Unemployed | New York, NY | Feb 2019 - Aug 2019 | < 1 |
| Dbrs Morningstar | New York, NY | Apr 2015 - Feb 2019 | 3 |
| Unemployed | New York, NY | Feb 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- FL
-
Total Assets Under Management194MILLIONS
-
Total Number of Accounts547ACCOUNTS
-
Average Account Value$353,973
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, IL, NE, TX, WI
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