David Pelland
David Pelland is a registered investment advisor at Alda Advisors, INC., based in Akron, OH, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consulting at a rate of up to $350 per hour.
- Flat annual retainer fee ranging from $1,200 to $25,000.
- Fees for company retirement plan review and service range from $1,000 to $50,000 and are based upon services selected.
Location
4085 Embassy Parkway, Akron, OH, 44333
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business ActivitiesSells Insurance
David is state registered as an RIA in Ohio under Alda Advisors, Inc. and receives a salary for employee benefit client services. He also receives commissions for group and individual health, life, disability, dental, and vision insurance, owns a horse boarding and party rental business, and is an assistant men's varsity soccer coach, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Alda Advisors, INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations15 states
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.