David MarCRD Number: 1095682
Current Firm: Arete Wealth Advisors, LLC
David Mar (CRD# 1095682) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
|Arete Wealth Management, LLC||Lake In The Hills, IL||Mar 2009 - Current||9|
|Private Wealth Advisors, Inc.||Portland, OR||Jan 2009 - Current||9|
|Private Consulting Group, Inc.||Portland, OR||Jul 2006 - Current||11|
|David Mar-insurance Agent||San Francisco, CA||Apr 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
Total Assets Under Management808MILLIONS
Total Number of Accounts4,969ACCOUNTS
Average Account Value$162,673
- 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
- Selection of other advisers (including private fund managers)
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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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