David Charles Handa

Employer firm

Packerland Brokerage Services, Inc. CRD 37031

$1.36B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Wrp Investments, Inc
  Youngstown, OH
• 07/2016 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2015-01-30 → 2016-08-16
  Stonex Advisors Inc.
  Birmingham, AL
• 2011-12-02 → 2015-01-30
  Wrp Investments, Inc.
  Cary, NC
  Windsor Locks, CT
  Cary, NC
• 2009-03-31 → 2011-12-02
  Wfg Advisors, Lp
  Cory, NC
• 2005-01-03 → 2009-03-31
  Truist Investment Services, Inc.
  Cary, NC
  Cary, NC
  Cary, NC
  Apex, NC
  Cary, NC
  Cary, NC
  Fuquay-Varina, NC
  Cary, NC
  Cary, NC
  Cary, NC
  Cary, NC
  Cary, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Cary, NC
• 2002-09-30 → 2005-01-03
  Ncf Financial Services, Inc.
  Cary, NC
• 2001-12-31 → 2002-09-30
  Invest Financial Corporation
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-15
• S63 Uniform Securities Agent State Law Examination
  1992-03-05