Unclaimed Profile

David James Addis

QIC US INVESTMENT SERVICES INC·EL SEGUNDO, California

Clean recordQIC US INVESTMENT SERVICES INC

222 NORTH SEPULVEDA BOULEVARD, EL SEGUNDO, CA 90245CRD# 6027576Firm CRD# 161705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David James Addis · EL SEGUNDO, CA

Registration

CRD #6027576 · QIC US INVESTMENT SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David James Addis is a registered financial advisor based in EL SEGUNDO, California, affiliated with QIC US INVESTMENT SERVICES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

QIC US INVESTMENT SERVICES INC

QIC

AUM

$6.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at QIC US INVESTMENT SERVICES INC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Other: LOAN ARRANGEMENT FEES

Regulatory

SEC/IARD CRD# 6027576

Firm CRD# 161705

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Addis offer?

David James Addis specializes in Retirement Planning, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.

What are David James Addis's credentials?

David James Addis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Addis located?

David James Addis is based in EL SEGUNDO, California, working with QIC US INVESTMENT SERVICES INC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.

How does David James Addis charge for services?

David James Addis's firm is compensated through percentage of aum, performance-based fees, other: loan arrangement fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QIC US INVESTMENT SERVICES INC?

QIC US INVESTMENT SERVICES INC has approximately 24 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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