David Finui (CRD# 1369440) is an Investment Advisor Representative working at Lpl Financial LLC in Johnstown, PA and has over 38 years of experience in the finance industry.
CRD# 3072406
Truist Advisory Services, Inc.
CRD# 6131335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2395434
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Johnstown, PA | Oct 2016 - Current | 7 |
| Ameriserv Trust & Financial Services Company | Johnstown, PA | Sep 2016 - Current | 7 |
| S&t Bank | Indiana, PA | Jun 2008 - Sep 2016 | 8 |
| Investment Professionals Inc. | San Antonio, TX | Jun 2008 - Sep 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- PA
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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