Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jonathan Cockeram is an advisor with Valic Financial Advisors, Inc. based in Woodland Hills, CA. David has been in the financial services industry since February 19, 2003, and is registered with the state of California, Florida, Nevada, New Mexico, Utah and Wyoming. David's primary firm has been Valic Financial Advisors, Inc. since 2012. David also works for AGIA and has 10 hours a week dedicated to non-securities insurance products. David's background includes experience with various financial services companies such as AXA Advisors, LLC, Burns Fry Inc. and Hoare Govett Incorporated. David is also a registered representative with FINRA. David specializes in retirement planning, insurance and long-term care. David's firm specializes in providing financial planning, portfolio management for individuals and selection of other advisors.
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.
Recommend wrap accounts to clients
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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2
CA
10/17/2019 - Present
Valic Financial Advisors, Inc. (WOODLAND HILLS CA)
CA
07/21/2010 - 10/18/2010
AXA ADVISORS, LLC (IRVINE CA)
NY
04/21/1988 - 06/23/1995
BURNS FRY INC (NEW YORK NY)
NA
09/22/1987 - 04/21/1988
HOARE GOVETT INCORPORATED
BOTH
Issued 08/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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