Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Biehl is an Investment Advisor Representative associated with Capital Management Services. David has been in the industry since 11/1990 and holds the Series 2 exam. David has been registered in California since 5/10/2024. The firm has a total of 7 clients and has approximately $12,000,000 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/10/2024 - Present
Capital Management Services (SANTA BARBARA CA)
BC
Issued 10/25/1990
Series 2 - Non-Member General Securities Examination
Active
Inactive
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