David NaidlCRD Number: 1185491
Current Firm: Wells Fargo Advisors, LLC
David Naidl (CRD# 1185491) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sheboygan, WI and has over 33 years of experience in the finance industry.
Sii Investments, Inc.
Eagle Strategies LLC
Raymond James Financial Services Advisors, Inc.
|Wells Fargo Advisors LLC||Sheboygan, WI||May 2009 - Current||7|
|Wachovia Securities, LLC||Sheboygan, WI||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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