David FrumCRD Number: 5976823
Current Firm: Providence Capital Partners Inc.
David Frum (CRD# 5976823) is an Investment Advisor Representative working at Providence Capital Partners Inc. in Greenwood Village, CO and has over 6 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Providence Capital Partners Inc.||Greenwood Village, CO||Dec 2016 - Current||1|
|Lpl Financial, LLC||Greenwood Village, CO||Sep 2013 - Current||4|
|Western Wealth Management, LLC||Greenwood Village, CO||Oct 2013 - Feb 2017||3|
|Northstar Realty Securities||Greenwood Village, CO||Sep 2011 - Sep 2013||2|
|Servicesource||Denver, CO||Apr 2010 - Aug 2011||1|
|Wine Cru Beverage||Aurora, CO||Nov 2000 - Mar 2010||9|
|Alliance For Climate Protection||Portland, OR||Apr 2009 - Aug 2009||< 1|
|Colorado Democratic Party||Colorado Springs, CO||Sep 2008 - Nov 2008||< 1|
|Jila Research Institute||Boulder, CO||Feb 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management48MILLIONS
Total Number of Accounts398ACCOUNTS
Average Account Value$121,823
- 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
AZ, CO, NM, TX
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