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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Justin Askew is a financial advisor with Mercer Global Advisors Inc. based in Newport Beach, California. David has been a financial advisor since 2005 and holds a Series 6, 7, 24, 63, and 65 licenses. David also holds the Certified Financial Planner and Chartered Financial Consultant designations. David specializes in providing financial planning, investment management, and trust services to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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
06/29/2023 - Present
Mercer Global Advisors Inc. (Newport Beach CA)
CA
03/04/2005 - 01/05/2016
SIGNATOR INVESTORS, INC. (ANAHEIM CA)
IA
Issued 04/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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