David
Ficarra
Cpr Investments Inc
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About this Advisor
David Ficarra is a financial advisor based in Rochester, Michigan, working with Cpr Investments Inc. David has previously held positions at Quartermaster Wealth Management, LLC, David Ficarra, Sigma Financial Corporation, Sigma Planning Corporation, Capital Markets Iq, LLC, Cpr Investments, and Cpr Financial Group LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, David is part of Cpr Investments Inc, which operates out of Rochester, Michigan. The firm has 23 offices and 40 employees. The firm manages assets totaling $295.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cpr Investments Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cpr Investments Inc Brokerage Details
$295,234,856
40
3,510
$84,112
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Ficarra Work History
Cpr Investments
Cpr Financial Group LLC
David Ficarra
David Ficarra
Capital Markets Iq, LLC
Quartermaster Wealth Management, LLC
Sigma Planning Corporation
Sigma Financial Corporation
Disclosures
Please visit the SEC profile of David Ficarra 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 Cpr Investments Inc
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
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Rochester, MI
Rochester, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
