DL
David Liegakos
INTREPID FINANCIAL SERVICES LLC
POLSON, MT 59860
Some features on this profile are disabled
CRD#: 7704018
DL
Professional summary
David Liegakos, who also goes by Dave Liegakos, is a registered financial advisor currently at INTREPID FINANCIAL SERVICES LLC located in Polson, Montana.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dave Liegakos
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.
1. NAME OF OTHER BUSINESS: MISSION MOUNTAIN COUNTRY CLUB HOA; INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: HOA; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: HELPING HOA MEMBERS WITH ANY CONCERNS THEY HAVE ABOUT THE NEIGHBORHOOD AND RUNNING OUR MEETINGS DURING THE YEAR; 2. NAME OF OTHER BUSINESS: ARROWHEAD ASSETS; INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: BUYING AND SELL RENTAL PROPERTIES; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: BUYING RENTAL PROPERTIES. 3. NAME OF OTHER BUSINESS: HOMETOWN PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: BUYING AND SELL RENTAL PROPERTIES; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: BUYING RENTAL PROPERTIES. 4. NAME OF OTHER BUSINESS: HORIZON BUSINESS SOLUTIONS, LLC INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: BUSINESS COACHING AND CONSULTING START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OWNER/BUSINESS CONSULTANT; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: REVIEWS BUSINESS PLANS.
CRS (Client Relationship Summary) - RIA
Click below to view David Liegakos's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 13, 2024 - Present
INTREPID FINANCIAL SERVICES LLC
Office #1: 213 1st Street West Ste 2, Polson, MT 59860RIA
CRD#: 332811
POLSON, MT
Past
May 16, 2024 - August 2, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
RONAN, MT
Past
March 27, 2024 - August 2, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Ronan, MT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Montana(11/13/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
IF
INTREPID FINANCIAL SERVICES LLC
INTREPID FINANCIAL SERVICES LLC
CRD#: 332811 / SEC#:
Montana
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Contact information
Main Address
213 1st Street West Ste 2, Polson, MT 59860
Mailing Address
Phone number
(406) 241-9658
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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