David TerkCRD Number: 6272171
Current Firm: Voya Financial Advisors, Inc.
David Terk (CRD# 6272171) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Studio City, CA and has over 2 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Voya Financial Advisors, Inc.||Studio City, CA||Aug 2015 - Current||1|
|World Financial Group, Inc.||Westlake Village, CA||Oct 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Westlake Village, CA||Nov 2013 - Aug 2015||1|
|Terk Healthcare Consulting||Reseda, CA||May 2010 - Oct 2013||3|
|Tower Saint Johnapos;s Imaging||Santa Monica, CA||Jun 2005 - May 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV