David George Antalick
Professional Summary
David George Antalick is a registered financial advisor currently at SPC located in Overland Park, Kansas and PARKLAND SECURITIES, LLC located in Overland Park, Kansas. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. David has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 6 and Series 26 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.
Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
Current Firm
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
Contact Information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103Phone Number
(734) 663-1611# of Employees
471SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
26,433AUM (Assets Under Management)
$6,102,465,817Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
Primary Firm SEC Registration
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
State Registrations and Notice Filings
(12/19/2024)
(9/3/2024)
(9/3/2024)
(9/3/2024)
(9/3/2024)
(9/3/2024)
(9/3/2024)
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.Note:This rule does not apply to broker-dealer activity.
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 Sep 2006About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 2009About the Series 26 examSRO Registrations
SRO Registrations
Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
CRS (Client Relationship Summary) - RIA
Click below to view David George Antalick's CRS (Customer Relationship Summary).
Similar Advisors
CALTON & ASSOCIATES, INC.
SCHWAB WEALTH ADVISORY, INC.
STRATEGIC ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC