Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nathan Hale is a financial advisor with over 20 years of experience in the industry. David is a registered representative with Perigon Wealth Management, LLC, and is also registered as an investment advisor representative in California. David previously worked at Avondale Partners, LLC, First Allied Securities, Inc., UBS Financial Services Inc., and Morgan Stanley DW Inc. David is a Certified Financial Planner and holds the Series 7, Series 31, Series 66 and SIE licenses. David specializes in portfolio management for individuals and businesses, financial planning and selection of other advisors. David is also a director of Battle Creek Meadows Ranch, Inc., a timber and range management company.
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.
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.
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CA
05/01/2018 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
CA
07/30/2012 - 07/20/2018
AVONDALE PARTNERS, LLC (San Francisco CA)
CA
08/29/2008 - 08/03/2012
FIRST ALLIED SECURITIES, INC. (SAN FRANCISCO CA)
CA
09/01/2006 - 09/16/2008
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
03/20/2001 - 09/06/2006
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
BOTH
Issued 04/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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