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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 Chazin is an Investment Advisor Representative with Insight Wealth Strategies, LLC. David has been in the industry since 2002, and has experience with Mutual Securities, Inc., Lincoln Financial Advisors, The Lincoln National Life Insurance Company, and Insight Wealth Strategies, LLC. David is registered with FINRA and is also registered as an Investment Advisor Representative in California. David is also a 50% owner of Hamstar Investments LLC, a WA based LLC that invests in owning and renting rental properties. David specializes in providing financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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
04/27/2018 - Present
Insight Wealth Strategies, LLC (San Ramon CA)
CA
04/27/2018 - 06/30/2020
MUTUAL SECURITIES, INC. (San Ramon CA)
TX
06/19/2002 - 05/10/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
IN
06/19/2002 - 04/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 04/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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