David Blitz (CRD# 6660755) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 6 years of experience in the finance industry.
CRD# 2167053
Prairie Investment Advisors, LLC
CRD# 6279669
Lincoln Financial Advisors Corporation
CRD# 6683358
Neuberger Berman Bd LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cabot Lodge Securities LLC | New York, NY | Jan 2020 - Current | 4 |
| Cornerstone Condominium Association | Evanston, IL | Oct 2018 - Current | 5 |
| Kingsbury Capital Investment Advisors, LLC | Evanston, IL | Jul 2017 - Current | 6 |
| Kingsbury Capital, Inc. | Evanston, IL | May 2016 - Dec 2019 | 3 |
| Unemployed | Chicago, IL | Feb 2015 - May 2016 | 1 |
| Findly LLC | Chicago, IL | Nov 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- IL
-
Total Assets Under Management136MILLIONS
-
Total Number of Accounts605ACCOUNTS
-
Average Account Value$225,034
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, IL, MO, NC, OH, TX, WI
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