Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Timothy Drumhiller is a financial advisor with Osaic Wealth, Inc., based in Pullman, Washington. David has been in the industry since 2006 and holds a Series 66, Series 7, and Series 31 license. He has held prior roles at Country Capital Management Company, Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Ameriprise Financial Services, Inc. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. He is also registered as an Investment Advisor Representative in Washington and Texas.
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.
1
2
WA
10/10/2024 - Present
Osaic Wealth, Inc. (LACEY WA)
WA
07/13/2011 - 09/06/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (SNOHOMISH WA)
WA
05/21/2010 - 07/12/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
WA
10/03/2008 - 08/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
04/02/2007 - 10/08/2008
MORGAN STANLEY & CO. INCORPORATED (SEATTLE WA)
WA
12/11/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SEATTLE WA)
WA
10/23/2006 - 10/30/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)
CA
11/22/2005 - 08/01/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
BOTH
Issued 09/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Drumhiller is the right advisor for you? Invested Better is here to help.
