David Kopyc (CRD# 1065369) is an Investment Advisor Representative working at Ameritas Investment Corp in Saratoga Springs, NY and has over 33 years of experience in the finance industry.
CRD# 2905045
Cetera Investment Advisers LLC
Score
101
CRD# 5532063
Cetera Advisor Networks LLC
Score
100
CRD# 1101616
Private Advisor Group, LLC
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Investment Corp | Lincoln, NE | Aug 2008 - Current | 9 |
| Ameritas Life Insurance | Lincoln, NE | Aug 2008 - Current | 9 |
| Retirement Planning Group | Saratoga Springs, NY | Jan 2007 - Current | 11 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Aug 2006 - Current | 11 |
| Acacia Life Insurance | Bethesda, MD | Aug 2008 - Dec 2011 | 3 |
| Union Central Life Insurance | Cincinnati, OH | Apr 2008 - Dec 2011 | 3 |
| Ic Advisory Services, Inc. | Saratoga Springs, NY | Aug 2007 - Jul 2008 | < 1 |
| The Investment Center Inc. | Saratoga Springs, NY | Aug 2005 - Jul 2008 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- FL
- TX
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Total Assets Under Management2,871MILLIONS
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Total Number of Accounts8,884ACCOUNTS
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Average Account Value$323,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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