Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid White is an Investment Advisor Representative with Bakeravenue, a firm that focuses on providing financial planning and portfolio management services. David has experience in the industry and has been actively registered as an Investment Advisor Representative since 2024. David also holds a Series 7TO and Series 65 licenses, and is a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
07/11/2024 - Present
Bakeravenue (SAN FRANCISCO CA)
CA
07/29/2021 - 08/27/2021
FIRST ALLIED SECURITIES, INC. (NAPA CA)
IA
Issued 09/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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