David Balkcom (CRD# 3131604) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services, Inc. | Montpelier, VT | Jan 2023 - Current | 1 |
| National Life Group | New York, NY | Oct 2022 - Current | 1 |
| Nylife Securities LLC | Lake Success, NY | Aug 2022 - Dec 2022 | < 1 |
| New York Life Insurance Co | Lake Success, NY | Jun 2022 - Dec 2022 | < 1 |
| Harrison Chen Dds Upper Eastside, P.c. | New York, NY | Nov 2021 - Jul 2022 | < 1 |
| Prepared Find | New York, NY | Aug 2009 - Jul 2022 | 12 |
| Joseph T. Hung, Dmd, Mmsc, P.c. | New York, NY | Aug 2009 - Nov 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
- NY
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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