David
Ping

Equitable Advisors, LLC

CRD#5628157
Investment Advisor
in Elkhorn, NE

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About this Advisor

David Ping is a financial advisor operating out of Elkhorn, Nebraska with 6 years of relevant experience. Ping works at Equitable Advisors, LLC. Over the course of their career, Ping has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Axa Advisors, LLC and Equitable Advisors, LLC. Ping holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona, California, Colorado, Iowa, Kansas, Michigan, Nebraska, Oklahoma and Texas. Equitable Advisors, LLC is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in assets among its 75,222 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% are held by high-net-worth investors who have more than $1 million in assets. Equitable Advisors, LLC performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely depend on which services the firm provides the client. However, fees charged by Equitable Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Elkhorn, NE

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

NE Average: $7,464,549,021
Total Number of Employees

5,251

NE Average: 88
Total Number of Accounts

75,222

NE Average: 3,892
Average Account Size

$326,438

NE Average: $1,917,921

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
  • Educational seminars/workshops

David Ping Work History

David has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Equitable Advisors, LLC

2017 - 2020 (3 years)

Axa Advisors, LLC

2016 - 2017 (1 year)

Northwestern Mutual Wealth Management Company

2015 - 2017 (2 years)

Northwestern Mutual Investment Services, LLC

2015 - 2016 (1 year)

Northwestern Mutual Investment Services, LLC

2014 - 2015 (1 year)

Northwestern Mutual Investment Services, LLC

2013 - 2015 (2 years)

Northwestern Mutual Investment Services, LLC

2008 - 2017 (9 years)

Northwestern Mutual Life Insurance Company

*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 Ping 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 Equitable Advisors, LLC

Willie Myles
Cary, NC
Alex Osmond
Golden, CO
Stephen Curlee
Franklin, TN
Jennifer Farris
Trussville, AL
Gerald Grant
Falls Church, VA
Brian Kelly
Houston, TX
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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