David Chudyk (CRD# 4606891) is an Investment Advisor Representative working at The Fiduciary Alliance in Seneca, SC and has over 21 years of experience in the finance industry. David Chudyk has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
CRD# 6620152
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifetime Advisors | Greenville, SC | Aug 2023 - Current | 1 |
| All Of My Assets, LLC | Greenville, SC | Jul 2022 - Current | 2 |
| The Fiduciary Alliance | Greenville, SC | Aug 2019 - Current | 5 |
| Nationwide Insurance | Seneca, SC | Mar 2005 - Current | 19 |
| Nationwide Securities, Inc. | Seneca, SC | Aug 2008 - Jul 2019 | 10 |
| Nationwide Securities Inc. | Dublin, OH | Apr 2005 - Jul 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- SC
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Total Assets Under Management1,228MILLIONS
-
Total Number of Accounts16,591ACCOUNTS
-
Average Account Value$74,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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