David Hallmark (CRD# 5332955) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Pulaski, TN and has over 16 years of experience in the finance industry.
CRD# 4422326
Edward Jones
CRD# 5892585
Private Advisor Group, LLC
CRD# 5229652
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
(dba) Cb&s Financial Services | Pulaski, TN | May 2023 - Current | 1 |
Concourse Financial Group Securities Inc. | Pulaski, TN | May 2023 - Current | 1 |
Suntrust Advisory Services (truist) | Atlanta, GA | Sep 2016 - May 2023 | 6 |
Suntrust Investment Services Inc (truist) | Atlanta, GA | Mar 2016 - May 2023 | 7 |
Bbva Securities Inc. | Muscle Shoals, AL | Jul 2015 - Mar 2016 | < 1 |
Bbva Wealth Soultions Inc. | Muscle Shoals, AL | Jul 2015 - Mar 2016 | < 1 |
Compass Bank | Birmingham, AL | Jun 2015 - Mar 2016 | < 1 |
Bbva Compass Insurance Aency, Inc. | Austin, TX | Jun 2015 - Mar 2016 | < 1 |
The Christopher Agency | Elkmont, AL | Feb 2015 - Jun 2015 | < 1 |
Unemployed | Athens, AL | Nov 2014 - Feb 2015 | < 1 |
Lpl Financial LLC | Elkmont, AL | Oct 2011 - Oct 2014 | 3 |
C.d. Mitchell And Company | Elkmont, AL | May 2011 - Oct 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2007 |
S65 | NASAA Investment Advisors Law Examination | May 2014 |
- TN
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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