David Feltz (CRD# 1233301) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 40 years of experience in the finance industry.
CRD# 1165133
Lpl Financial LLC
CRD# 4832770
Cetera Investment Advisers LLC
CRD# 2120678
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities | Schroon Lake, NY | Sep 2021 - Current | 2 |
| Self-employed | Schroon Lake, NY | Jan 1986 - Current | 38 |
| Securities America, Inc. | Schroon Lake, NY | Sep 2020 - Sep 2021 | 1 |
| Securities America Advisors | Schroon Lake, NY | Sep 2020 - Sep 2021 | 1 |
| Securities Service Network, LLC | Schroon Lake, NY | Jan 2016 - Sep 2020 | 4 |
| Ssn Advisory, Inc. | Schroon Lake, NY | Jan 2016 - Sep 2020 | 4 |
| Ameritas Life Insurance | Lincoln, NE | Jan 2009 - Jan 2016 | 7 |
| Ameritas Investment Corp | Lincoln, NE | Jan 2008 - Jan 2016 | 8 |
| Market Street Financial Group | Latham, NY | Jul 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
- NY
- TX
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- 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)
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