Unclaimed
David Rey is an investment advisor representative associated with Abacus Wealth Partners. David has been in the industry for a number of years, holding prior positions with The California Endowment, California Community Foundation, and Mental Health Break. David Rey holds a Series 65 license and is registered with the states of California and Colorado. David is active in providing a variety of investment advisory services, including portfolio management, financial planning, and pension consulting. David specializes in working with individuals, high net worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
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.
Consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
10/12/2023 - Present
Abacus Wealth Partners (Lakewood CO)
IA
Issued 05/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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