Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joel Burson is a financial advisor who has been active in the industry since 2015. David is currently registered with Assetmark, Inc., a firm headquartered in Concord, CA. Previously, David worked for VOYA FINANCIAL ADVISORS, INC., LORING WARD SECURITIES INC., and FIRST INVESTORS CORPORATION. David is also a registered Investment Advisor (IA) in Michigan. David has a range of experience, including working with individuals, businesses, corporations, investment companies, pension and profit-sharing plans, and charitable organizations. David has also been a registered representative (RR) for several firms over the years.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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CA
01/27/2021 - Present
Assetmark, Inc. (CONCORD CA)
CA
11/01/2016 - 08/03/2018
VOYA FINANCIAL ADVISORS, INC. (SAN JOSE CA)
CA
09/08/2014 - 04/22/2016
LORING WARD SECURITIES INC. (San Jose CA)
CA
11/14/2006 - 01/09/2007
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
BOTH
Issued 10/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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