Unclaimed
David Granville McClurg is a registered investment advisor representative with McClurg Capital Corp. David has been in the securities industry since 1974 and has experience in a variety of financial services. David has been registered with the state of California as a registered investment advisor since 1997. McClurg Capital Corp. is a registered investment advisor with the state of California and specializes in providing financial planning, investment management, and investment advisory services to individuals, charitable organizations, and corporations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/21/2025 - Present
McClurg Capital Corp. (SAN RAFAEL CA)
NA
11/09/1990 - 09/15/1994
GALLEGOS INSTITUTIONAL INVESTORS CORPORATION
NA
01/24/1985 - 01/14/1986
SMITH BELLINGHAM INTERNATIONAL, INC.
NA
01/23/1974 - 12/26/1984
BIRR, WILSON & CO., INC.
NA
12/10/1984 - 12/21/1984
SMITH BELLINGHAM INTERNATIONAL, INC.
NA
02/09/1976 - 06/12/1977
DEAN WITTER & CO. INCORPORATED
NA
01/28/1974 - 03/03/1976
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 08/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/13/1980
Series 4 - Registered Options Principal Examination
BC
Issued 12/03/1979
Series 24 - General Securities Principal Examination
BC
Issued 07/21/1977
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/23/1974
Series 000 - General Securities Principal Examination
BC
Issued 01/23/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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