DD
DD

David Vincent Derosa

7 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
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Location

2201 Washington Ave, Ste 2, Conway, AR, 72032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is an LLC member and property manager for Ponderosa Properties and the Vice-President of the Faulkner County Landlord Association. He also acts in a fiduciary capacity for the Gertrude E. DeRosa Revocable Trust and provides administrative support to Level Four Advisory Services, LLC, spending about half his time on Level Four Wealth Management and Level Four Advisory Services.

Employment History
Current Registrations
TrutoroBroker
March 2019 - Present · 6 yrs 11 mos
Trutoro
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
May 2018 - March 2019 · 10 mos
Proequities, INC.Broker
March 2018 - April 2018 · 1 mo
State Registrations2 states
ARTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.