David OjerholmCRD Number: 5411112
Current Firm: Cssc Investment Advisory Services, Inc.
David Ojerholm (CRD# 5411112) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Worcester, MA and has over 8 years of experience in the finance industry.
Journey Financial Planners, LLC
Commonwealth Financial Network
Signator Investors, Inc.
|Cssc Brokerage Services, Inc.||Worcester, MA||Sep 2007 - Current||9|
|Cssc Investment Advisory Services, Inc.||Worcester, MA||Dec 2004 - Current||11|
|Ojerholm & Associates Pc||Worcester, MA||May 1985 - Current||31|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management306MILLIONS
Total Number of Accounts820ACCOUNTS
Average Account Value$373,171
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA, WV