David Henry Cropper
Professional Summary
David Henry Cropper is a registered financial advisor currently at INTREPID FINANCIAL PLANNING GROUP, LLC located in Carmel, Indiana. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
ALICE JEAN BRYAN | INTREPID FINANCIAL PLANNING GROUP, LLC | INTREPID FINANCIAL LLC | INTREPID EMPLOYEE BENEFITS
Contact Information
Main Address
2454 E. 116th Street, Carmel, IN 46032Phone Number
(317) 818-1776# of Employees
3SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,457AUM (Assets Under Management)
$390,401,120Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ALICE JEAN BRYAN | INTREPID FINANCIAL PLANNING GROUP, LLC | INTREPID FINANCIAL LLC | INTREPID EMPLOYEE BENEFITS
State Registrations and Notice Filings
(8/27/2002)
(7/23/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Henry Cropper's CRS (Customer Relationship Summary).
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