Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph La placa is an investment advisor representative with Intellectus Partners, LLC. David has been in the securities industry since 1993. David is registered with the states of California and Texas. Intellectus Partners, LLC is an investment advisory firm that provides financial planning, selection of other advisors, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles. The firm has approximately $1,168,948,857 in assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/26/2015 - Present
Intellectus Partners, LLC (SAN FRANCISCO CA)
CA
07/28/2015 - 04/25/2016
PURSHE KAPLAN STERLING INVESTMENTS (San Francisco CA)
CA
06/01/2004 - 07/09/2015
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
NY
01/19/2000 - 06/09/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/06/1998 - 02/11/2000
WARBURG DILLON READ LLC (NEW YORK NY)
NY
09/20/1996 - 06/30/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
MI
12/06/1993 - 10/09/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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