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David Vanhollebeke

American Independent Securities Group, LLC
20 Years of Experience
Edmonds, WA
BrokerSells Insurance
View SEC Summary
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David Vanhollebeke is a registered investment advisor at American Independent Securities Group, LLC, based in Edmonds, WA, with 20 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.

American Independent Securities Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$986.3M

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

144 Railroad Ave., Unit 204, Edmonds, WA, 98020

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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 8 mos
American Independent Securities Group, LLCBroker
September 2007 - Present · 19 yrs 1 mo
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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