David Allaire
CRD Number: 1906408Current Firm: The Retirement Planning Company Of New England, Inc.
David Allaire (CRD# 1906408) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 35 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Institutional Securities Corp | Dallas, TX | Feb 2015 - Current | 9 |
Mystic Asset Management | Warwick, RI | Oct 2012 - Current | 11 |
The Retirement Planning Company Of Ne | Providence, RI | Sep 1996 - Current | 27 |
Ridgeway & Conger, Inc. | New Woodstock, NY | Dec 2010 - Feb 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1988 |
S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- RI
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Total Assets Under Management279MILLIONS
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Total Number of Accounts1,248ACCOUNTS
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Average Account Value$223,424
- 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
CO, CT, FL, MA, NC, NH, RI, TX, VT
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