David NorthCRD Number: 7044354
Current Firm: Fidelity Personal And Workplace Advisors
David North (CRD# 7044354) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Nov 2018 - Current||4|
|G.o.a.t. Glove||Farmington, UT||Sep 2018 - Nov 2018||< 1|
|Corporation Of The Presiding Bishopric||Salt Lake City, UT||Oct 2016 - Oct 2018||2|
|A Place For Rover (rover.com)||Farmington, UT||Jul 2016 - Sep 2018||2|
|Uber||Salt Lake City, UT||Nov 2017 - Mar 2018||< 1|
|Lyft||Salt Lake City, UT||Nov 2017 - Mar 2018||< 1|
|Ups, United Parcel Service Of America||West Valley City, UT||Apr 2016 - Sep 2016||< 1|
|Unemployed||West Jordan, UT||Sep 2015 - Apr 2016||< 1|
|Salt Lake County Parks And Recreation||West Jordan, UT||Sep 2015 - Nov 2015||< 1|
|Unemployed||Layton, UT||Mar 2013 - Sep 2015||2|
|Deseret Mutual||Salt Lake City, UT||Dec 2005 - Mar 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2019|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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