IBN Financial Services
47yrs
Top advisor by experience in Phoenixville
38yrs
David Fazzini
Financial advisor at Ameritas Advisory Services
David Fazzini is a fiduciary financial advisor in Phoenixville, Pennsylvania, with 38 years in the industry. David joined Ameritas Advisory Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 56 advisors with offices in Phoenixville, and one of 46 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
Office1260 Valley Forge Rd. Suite 107, Phoenixville, PA 19460
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$448,118
Advisors at the firm551
States licensed ?2 states
Services through Ameritas Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAmeritas Advisory Services, LLCCurrent firm
Contact David
(800) 335-9858Firm headquarters in Lincoln, NE. Ask for David. 1260 Valley Forge Rd. Suite 107Phoenixville, PA 19460Office · Get directions Firm websitewww.ameritas.com/investments
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Ameritas Advisory Services at (800) 335-9858 and ask for David Fazzini. David works from the Phoenixville, PA office.
How long has David been a financial advisor?
David has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Ameritas Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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