David Kalin
Professional Summary
David Kalin, who also goes by David Alexander Kalin, is a registered financial advisor currently at SKYPOINT CAPITAL PARTNERS, LLC located in Long Beach, California. David is registered as a RR (Registered Representative) and started their career in finance in 2010. David has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Alexander Kalin
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
SKYPOINT CAPITAL PARTNERS, LLC
Contact Information
Main Address
1 Glenlake Parkway Ne Suite 1045, Atlanta, GA 30328Mailing Address
1 Glenlake Parkway Ne Suite 1045, Atlanta, GA 30328Phone Number
(844) 385-1050Established
Delaware since 07/22/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (9 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/5/2021)
(5/20/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Kalin's CRS (Customer Relationship Summary).
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