David SzablowskiCRD Number: 6059255
Current Firm: Cambridge Investment Research Advisors, Inc.
David Szablowski (CRD# 6059255) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wyomissing, PA and has over 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2012 - Current||5|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2012 - Current||5|
|Boyertown Area School District||Boyertown, PA||Jul 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, 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