David A. Liebentritt
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Allen Liebentritt was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2008. David had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 4, 2012 - November 21, 2012
CHIEF ADVISORS CORP
November 29, 2011 - November 21, 2012
FIRST ASSET FINANCIAL INC.
January 1, 2009 - December 18, 2009
WADDELL & REED
December 3, 2008 - December 18, 2009
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHIEF ADVISORS CORP
CRD#: 125261 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 344 |
| AUM (Assets Under Management) | $ 92,800,290 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
