David Halper (CRD# 2029654) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 34 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Westport, CT | Dec 2023 - Current | < 1 |
| Trivium Point Advisory LLC | Westport, CT | May 2018 - Current | 5 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | May 2018 - Dec 2023 | 5 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - May 2018 | 2 |
| Partners Securities, Inc. | Austin, TX | Sep 1997 - Apr 2016 | 18 |
| Nfp Securities, Inc. | Austin, TX | Sep 1997 - Apr 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- CT
-
Total Assets Under Management716MILLIONS
-
Total Number of Accounts938ACCOUNTS
-
Average Account Value$763,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, MA, NJ, NY, OH, SC, TX
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