Unclaimed
David Loskill is a financial advisor in Prescott Valley, Arizona. David has been in the financial services industry since January 2010 and has been registered with the state of Arizona since May 2021. David is affiliated with Advisory Alpha, LLC and Tucker Asset Management LLC. David holds a Series 65 license and has completed the Uniform Investment Adviser Law Examination. David provides financial services and consulting to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
02/06/2025 - Present
Advisory Alpha, LLC (HOLLAND MI)
IA
Issued 03/31/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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