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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 Michael Eldridge is an investment advisor representative with Kingdom Financial Group, LLC and Golden State Equity Partners, LLC. David has been in the industry since 2013. David Eldridge has a Series 7, Series 66, and Series 65 license. David Eldridge specializes in providing financial planning, portfolio management for individuals, and educational seminars. David Eldridge has a history of working with insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
10/23/2024 - Present
Kingdom Financial Group, LLC (PEORIA AZ)
AZ
05/16/2014 - 12/14/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
MI
09/03/2013 - 05/14/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSING MI)
IA
Issued 01/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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