David MonheitCRD Number: 4586091
Current Firm: 1st Global Advisors Inc.
David Monheit (CRD# 4586091) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Surprise, AZ and has over 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|1st Global Insurance Services, Inc.||Sun City West, AZ||Jul 2004 - Current||13|
|1st Global Advisors, Inc.||Sun City West, AZ||Feb 2004 - Current||14|
|1st Global Capital Corp.||Sun City West, AZ||Jan 2004 - Current||14|
|Monheit , Zongolowicz Cpa||Sun City, AZ||Jan 1992 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- 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
- 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, 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, VI, VT, WA, WI, WV, WY