Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Penniall is a financial advisor at Beacon Pointe Advisors, LLC. David has been in the financial services industry since 1983 and is a Certified Financial Planner. David has worked at a number of firms, including United Planners' Financial Services of America, NRP Financial, Inc., AIG Financial Advisors, Inc., and Sunamerica Securities, Inc. David is licensed to sell insurance products, and David also owns and operates an independent insurance agency, Penniall Insurance Services. David is a member of AWM Capital LLC and is a business manager of LLCs that PHC helps create and manage. David is also a real estate agent and refers clients to buy and sell real estate.
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.
Strategic management for diversified investment portfolios.
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.
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CA
10/25/2024 - Present
Beacon Pointe Advisors, LLC (Pasadena CA)
CA
10/08/2009 - 12/31/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PASADENA CA)
CA
07/22/2008 - 10/13/2009
NRP FINANCIAL, INC. (PASADENA CA)
CA
10/31/2005 - 07/23/2008
AIG FINANCIAL ADVISORS, INC. (PASADENA CA)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/19/1983 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 09/07/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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