David Counsellor (CRD# 7372841) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Bend, IN and has 1 year of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | South Bend, IN | Sep 2022 - Current | 1 |
| Teachers Credit Union | South Bend, IN | Jun 2020 - Sep 2022 | 2 |
| Warren Golf Course At Notre Dame | Notre Dame, IN | Apr 2017 - Oct 2020 | 3 |
| Mito Corporation | Elkhart, IN | Jan 2020 - Apr 2020 | < 1 |
| Banana Republic | Mishawaka, IN | Jan 2020 - Mar 2020 | < 1 |
| Full Time Student | Mishawaka, IN | Sep 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- IN
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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