David
Alfano
Archer Investment Corporation
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About this Advisor
David Alfano is a financial advisor operating out of Old Greenwich, Connecticut with 3 years of industry experience. Alfano currently works for Archer Investment Corporation. Their career trajectory has included roles at David F Alfano Cpa, Securities America, Inc, Alfano Wealth Advisors, LLC, Securities America Advisors, Inc, Archer Investment Corporation, Alfano & Company Cpa LLC, Cambridge Investment Research Advisors, Inc and Ameriprise Financial Services, Inc. Alfano has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Archer Investment Corporation is a business based out of Carmel, IN. The investment advisory business has offices in 84 locations and a total of 87 people on staff. It controls $603 million in total assets between its 3,815 accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,815 client accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. Archer Investment Corporation performs a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules largely depend on the services offered. However, fee types billed by Archer Investment Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Investment Corporation Brokerage Details
$602,923,205
87
3,815
$158,040
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
David Alfano Work History
David has been registered as a financial advisor for 3 years.*
Archer Investment Corporation
Alfano & Company Cpa LLC
Cambridge Investment Research Advisors, Inc
Archer Investment Corporation
Ameriprise Financial Services, Inc
Securities America Advisors, Inc
Securities America, Inc
Alfano Wealth Advisors, LLC
David F Alfano Cpa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Alfano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Archer Investment Corporation
Barrington, IL
Carmel, IN
Rosemead, CA
Woodland Hills, CA
Carmel, IN
Carmel, IN
Bethesda, MD
Valparaiso, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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