DV
DV

David Richard Vanhollebeke

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is an independent insurance agent selling life, health, and fixed insurance. This activity takes about 10-20% of his time.

Employment History
Current Registrations
American Independent Securities Group, LLC
February 2008 - Present · 18 yrs
American Independent Securities Group, LLCBroker
September 2007 - Present · 18 yrs 5 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
July 1999 - August 1999 · 1 mo
Ba Investment Services, INC.Broker
July 1998 - July 1999 · 1 yr
Seafirst Investment Services, INC.Broker
October 1997 - July 1998 · 9 mos
State Registrations14 states
AZCACOCTFLIDMINJNVNYORPAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.