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David Loten Baskins

Avisen Advisors, LLC

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About David Loten Baskins

David Loten Baskins is a registered investment advisor representative at Avisen Advisors, LLC. David has been in the securities industry since February 21, 1980, and currently holds Series 63, 65, 7 and SIE licenses. David has worked at Avisen Advisors, LLC since March 2005, and previously worked at MORGAN STANLEY DW INC., KIDDER, PEABODY & CO. INCORPORATED and BIRR, WILSON & CO., INC.. David has 20 hours per week, during business hours, at Avisen Advisors LLC. Avisen Advisors, LLC provides financial planning, selection of other advisers, portfolio management for businesses and portfolio management for individuals services.

Firm Information

David Baskins is currently registered with Avisen Advisors, LLC. Avisen Advisors, LLC is an investment advisor registered with the SEC and located in Sacramento, California. They manage approximately $305 million in assets for a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit sharing plans. The firm offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
Avisen Advisors, LLC

3620 AMERICAN RIVER DRIVE

SACRAMENTO, CA 95864

$305.43M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Baskins’s Registration & Firm History

CA

09/30/2024 - Present

Avisen Advisors, LLC (SACRAMENTO CA)

NY

04/05/1988 - 03/21/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NA

04/24/1981 - 04/19/1988

KIDDER, PEABODY & CO. INCORPORATED

NA

02/22/1980 - 05/20/1981

BIRR, WILSON & CO., INC.

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Licenses & Designations

IA

Issued 08/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Loten Baskins.
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