David AnnandersCRD Number: 5412204
Current Firm: International Assets Investment Management, LLC
David Annanders (CRD# 5412204) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|International Assets Advisory, LLC||Los Angeles, CA||Jul 2019 - Current||3|
|International Assets Investment Management, LLC||Los Angeles, CA||Jul 2019 - Current||3|
|Waddell & Reed, Inc.||Sherman Oaks, CA||Jun 2018 - Jul 2019||1|
|Citigroup Global Markets Inc.||Los Angeles, CA||Oct 2015 - Jun 2018||2|
|Oppenheimer & Co, Inc.||Los Angeles, CA||Jul 2011 - Oct 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,445MILLIONS
Total Number of Accounts6,618ACCOUNTS
Average Account Value$218,270
- 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)
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, WY
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