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# 1798605
Valic Financial Advisors, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Investment Corp | Lincoln, NE | Aug 2008 - Current | 8 |
| Ameritas Life Insurance | Lincoln, NE | Aug 2008 - Current | 8 |
| Retirement Planning Group | Saratoga Springs, NY | Jan 2007 - Current | 10 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Aug 2006 - Current | 10 |
| 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
-
Total Assets Under Management2,296MILLIONS
-
Total Number of Accounts8,235ACCOUNTS
-
Average Account Value$278,845
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.