Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Earl Hendershott is a financial advisor with Brookwood Investment Group. David has been in the financial services industry since 1979. David has experience providing financial planning, investment advisory services, and pension consulting to individuals, corporations and other businesses. David also provides investment advisory services to clients through his affiliation with Belpointe Asset Management. David is registered in California as an Investment Advisor Representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
01/01/2025 - Present
Brookwood Investment Group (PHOENIX AZ)
CA
02/19/2015 - 10/15/2015
TCFG WEALTH MANAGEMENT, LLC (Newport Beach CA)
CA
01/02/2015 - 02/26/2015
CALTON & ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
06/02/2009 - 12/31/2014
OPPENHEIMER & CO. INC. (NEWPORT BEACH CA)
CA
03/20/1987 - 06/18/2009
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
NA
08/31/1984 - 02/20/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
01/25/1984 - 09/28/1984
A.G. BECKER PARIBAS INCORPORATED
NA
09/20/1981 - 01/09/1984
JEFFERIES & COMPANY, INC.
NA
03/20/1980 - 09/02/1981
WAGENSELLER & DURST, INC.
NA
01/02/1979 - 03/22/1980
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BC
Issued 10/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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