David CarmichaelCRD Number: 1070188
Current Firm: Rowland Carmichael Advisors Inc.
David Carmichael (CRD# 1070188) is an Investment Advisor Representative working at Rowland Carmichael Advisors Inc. in Scottsdale, AZ and has over 34 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Rowland Carmichael Advisors, Inc.||Scottsdale, AZ||Jun 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 1995|
Total Assets Under Management194MILLIONS
Total Number of Accounts614ACCOUNTS
Average Account Value$316,313
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
AZ, CA, NE, NV, TX, UT, WA