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David Noble Waldrop

Bridgeview Capital Advisors, Inc.

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About David Noble Waldrop

David Waldrop is an Investment Advisor Representative with Bridgeview Capital Advisors, Inc. David specializes in working with individuals, providing financial planning and portfolio management. David has been in the financial services industry since 2000. David has a Series 6, 7, 26, 51, 63 and 65 license. David is also a Certified Financial Planner. David is registered in California and Texas.

Firm Information

David Waldrop is currently registered with Bridgeview Capital Advisors, Inc.. Bridgeview Capital Advisors, Inc. is a Terminated Corporation that was formed on June 20, 1972. The firm provides financial planning, pension consulting, and publication of periodicals services to individuals other than high-net-worth, individuals, pension and profit-sharing plans, and high-net-worth individuals. The firm has 157 accounts under management with total regulatory assets under management of $68,000,000.

$68.00M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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percentage of assets

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

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David Waldrop’s Registration & Firm History

CA

02/10/2017 - Present

Bridgeview Capital Advisors, Inc. (EL DORADO HILLS CA)

CA

10/06/2005 - 05/27/2009

BRIDGEVIEW CAPITAL ADVISORS, INC. (WOODLAND CA)

NJ

04/04/2005 - 07/08/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

CA

05/02/2001 - 04/14/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

02/07/2001 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

IL

09/11/2000 - 02/01/2001

HORACE MANN INVESTORS INC (SPRINGFIELD IL)

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Licenses & Designations

IA

Issued 06/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/06/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/18/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/08/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Noble Waldrop.
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