linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Matthew Mowad

Balboa Wealth Partners, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Matthew Mowad

David Mowad is an Investment Advisor Representative at Balboa Wealth Partners, Inc. David has been in the financial services industry since 1995. David is registered with the state of Arizona, California and Texas. David Mowad holds the following securities licenses: Series 7, Series 63, Series 65 and the SIE. David Mowad specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and businesses.

Firm Information

David Mowad is currently registered with Balboa Wealth Partners, Inc.. Balboa Wealth Partners, Inc. is an investment advisor registered with the SEC, headquartered in SCOTTSDALE, AZ. The firm manages approximately $775,979,843 in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. They participate in a wrap fee program.
Balboa Wealth Partners, Inc.

6263 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85250

$775.98M

Assets Under Management

Not reported

Total Clients

22

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Mowad’s Registration & Firm History

AZ

08/21/2024 - Present

Balboa Wealth Partners, Inc. (SCOTTSDALE AZ)

AZ

05/25/1999 - 03/18/2021

FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)

NY

04/11/1997 - 06/09/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

TX

06/26/1995 - 04/30/1997

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

AZ

01/24/1995 - 07/25/1995

PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)

Not sure if David Matthew Mowad is right for you?

Licenses & Designations

IA

Issued 03/09/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Matthew Mowad. Review regulatory record here.
Not sure if David Matthew Mowad is right for you?