David Locher, financial advisor Wayne PA
93 score

David Locher

CRD Number: 872960
Current Firm: Capital Management Services Inc.

David Locher (CRD# 872960) is an Investment Advisor Representative working at Capital Management Services Inc. in Wayne, PA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Management Services, Inc. Wayne, PA Sep 2010 - Current 6
White Manor Country Club Malvern, PA Apr 2003 - Sep 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1979
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for David A. Locher
Phone Number: 610-254-0001
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $350,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, NH, NJ, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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