David Abed-Rabboh (CRD# 5297105) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Westlake, TX and has over 5 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Sagepoint Financial, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade | Fort Worth, TX | Feb 2017 - Current | 6 |
| Scottrade, Inc. | Arlington, TX | May 2015 - Feb 2017 | 1 |
| Td Ameritrade | Fort Worth, TX | Jul 2007 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
| S63 | Uniform Securities State Law Examination | May 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management15,828MILLIONS
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Total Number of Accounts101,875ACCOUNTS
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Average Account Value$155,367
- A percentage of assets under your management
- 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)
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