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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 Gibb is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Orange, California. David is a Registered Representative (RR) and Investment Advisor Representative (IAR) holding Series 6, 7, 63 and 65 securities licenses. David has over 17 years of experience in the financial services industry. Prior to joining Cambridge, David was a Registered Representative with INVESTMENT CENTERS OF AMERICA, INC. and BANCWEST INVESTMENT SERVICES, INC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
10/17/2017 - Present
Cambridge Investment Research Advisors, Inc. (Orange CA)
CA
09/18/2014 - 10/17/2017
INVESTMENT CENTERS OF AMERICA, INC. (Orange CA)
CA
02/22/2006 - 09/29/2014
BANCWEST INVESTMENT SERVICES, INC. (HUNTINGTON BEACH CA)
IA
Issued 08/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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