David Zoellner Jr (CRD# 6899917) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Waterford, MI and has over 3 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newbridge Securities Corporation | Waterford, MI | Jan 2018 - Current | 6 |
| Valvoline Instant Oil Change | Famington, MI | Aug 2018 - Aug 2019 | 1 |
| Rockwells | Chicago, IL | Nov 2016 - Aug 2018 | 1 |
| The Dock On Montrose Beach | Chicago, IL | Aug 2012 - Aug 2017 | 5 |
| Chief O' Neils | Chicago, MI | Aug 2014 - Aug 2016 | 2 |
| Zed 451 | Chicago, IL | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- MI
-
Total Assets Under Management566MILLIONS
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Total Number of Accounts2,506ACCOUNTS
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Average Account Value$225,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, 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, WY
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