linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Rairden

Destination Wealth Management

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 Rairden

David Rairden is a financial advisor at Destination Wealth Management. David has over 20 years of experience in the financial services industry. David is a Certified Financial Planner™ and holds the Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Destination Wealth Management is a fee-based financial advisory firm that offers a range of services including financial planning, portfolio management, and pension consulting.

Firm Information

David Rairden is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

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

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

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 Rairden’s Registration & Firm History

CA

02/17/2025 - Present

Destination Wealth Management (WALNUT CREEK CA)

CA

07/10/2013 - 07/22/2016

USAA FINANCIAL ADVISORS, INC. (SAN FRANCISCO CA)

CA

06/05/1998 - 07/05/2013

CHARLES SCHWAB & CO., INC. (SAN MATEO CA)

Not sure if David Rairden is right for you?

Licenses & Designations

IA

Issued 07/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/24/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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