David Renzi (CRD# 5847805) is an Investment Advisor Representative working at Ironwood Financial, LLC in Tucson, AZ and has over 10 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ironwood Financial, LLC | Tucson, AZ | Dec 2013 - Current | 10 |
| Lohse Family Ymca | Tucson, AZ | Feb 2008 - Current | 16 |
| Next Financial Group | Tucson, AZ | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- AZ
-
Total Assets Under Management456MILLIONS
-
Total Number of Accounts1,373ACCOUNTS
-
Average Account Value$332,468
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, MN, NY, TX, VA, WA
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