David
Rankin
Proteus, LLC
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About this Advisor
David Rankin is a financial advisor based in Indianapolis, Indiana, working with Proteus, LLC. David has previously held positions at Fisher Investments, Proteus, LLC, and PNC Private Bank, with a work hiatus in between. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, David is part of Proteus, LLC, which operates out of Indianapolis, Indiana. The firm has one office and 14 employees. The firm manages assets totaling $215.1 million. The services offered by the firm include portfolio management for pooled investment vehicles and the selection of other advisers. The fee structure at Proteus, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Proteus, LLC Brokerage Details
$215,096,149
14
21
$10,242,674
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
David Rankin Work History
Proteus, LLC
Work Hiatus
Pnc Private Bank
Fisher Investments
Disclosures
Please visit the SEC profile of David Rankin 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 Proteus, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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