David VissotzkyCRD Number: 4530406
Current Firm: First Command Financial Planning, Inc.
David Vissotzky (CRD# 4530406) is an Investment Advisor Representative working at First Command Financial Planning, Inc. in Tyrone, GA and has over 14 years of experience in the finance industry.
Berger Wealth Management, LLC
Anson Capital, Inc.
Melissa L. George & Associates, LLC
|First Command Financial Services, Inc.||Fort Worth, TX||Apr 2002 - Current||14|
|First Command Financial Planning, Inc.||Fort Worth, TX||Mar 2002 - Current||14|
|First Command Bank||Fort Worth, TX||Dec 2004 - Sep 2005||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2004|
Total Assets Under Management9,681MILLIONS
Total Number of Accounts70,530ACCOUNTS
Average Account Value$137,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV