David KoenigCRD Number: 5096956
Current Firm: Charles Schwab & Company, Inc.
David Koenig (CRD# 5096956) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 15 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Charles Schwab & Co||San Francisco, CA||Jan 2015 - Current||8|
|Russell Investments||Tacoma, WA||Aug 2010 - Dec 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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