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David J Schall

Cambridge Investment Research, Inc.

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About David J Schall

David Schall is a financial advisor at Cambridge Investment Research, Inc. located in Clinton TWP, MI. David has been in the financial industry since 1982 and has experience in a variety of investment areas. David holds the Series 6, Series 22, Series 63 and SIE licenses. David is registered in Alabama, California, Connecticut, Florida, Georgia, Michigan, South Carolina, Texas and Washington. David's previous employers include National Planning Corporation, Transamerica Financial Advisors, Inc, Signator Investors, Inc and John Hancock Mutual Life Insurance Company.

Firm Information

David Schall is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Schall’s Registration & Firm History

MI

10/16/2017 - Present

Cambridge Investment Research, Inc. (Clinton TWP MI)

MI

01/21/2016 - 10/23/2017

NATIONAL PLANNING CORPORATION (Shelby TWP MI)

MI

09/04/2009 - 02/06/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (SHELBY TOWNSHIP MI)

MI

08/26/2004 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (SHELBY TOWNSHIP MI)

MA

01/19/1982 - 08/09/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/19/1982 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 06/14/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/31/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David J Schall.
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