ADVISOR BIO

David Neiman is a financial advisor with J.P. Morgan Securities LLC in San Clemente, California. David has been in the industry since March 14, 2019. David holds the Series 63, Series 6TO and SIE licenses. Prior to joining J.P. Morgan, David worked at Wells Fargo Clearing Services, LLC in Laguna Beach, California.

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ADVISOR BIO

David Elliot Krigstein is a financial advisor with UBS Financial Services Inc. David has been working in the financial industry since 1987 and is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He has passed the Series 3, 7, 8, 9, 10, 63, and 65 exams. He specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. David is currently based in Westlake Village, California and has been with UBS Financial Services Inc. since 2010.

SPECIALIZATIONS

ADVISOR BIO

David Allen Wells has been a financial professional for over 37 years, with a proven track record of success in the industry. David Wells is currently registered with B.b. Graham & Company, Inc. David Wells's professional experience includes a variety of roles, including positions at KINGSWOOD CAPITAL PARTNERS, LLC, ACCELERATED CAPITAL GROUP, NEWPORT COAST SECURITIES, INC., and MUTUAL SECURITIES, INC. David Wells holds several professional licenses, including Series 63, 53, 24, 52TO, SIE, and 7. David Wells's dedication to his clients is evident in his specialization in investment advisory services, financial planning, and pension consulting.

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ADVISOR BIO

David Michael Patton is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since September 18, 2008. David Michael Patton is licensed to provide financial advice in California. He has experience working at WELLS FARGO INVESTMENTS, LLC and WELLS FARGO BANK NA. Currently, David Michael Patton is registered with Wells Fargo Clearing Services, LLC, working out of their EL SEGUNDO, CA branch office.

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ADVISOR BIO

David Van dyke is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been a financial professional since 1994. David has a wide range of experience in financial planning, portfolio management, and investment advice. David is dedicated to providing personalized service to each client and is committed to helping clients achieve their financial goals. David is also registered with the State of California and the State of Texas as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

David Allen is a financial advisor with Cetera Investment Advisers LLC, providing financial planning and investment advisory services. David has been in the financial services industry since December 13, 2008, and is registered with FINRA and the states of Arizona, California, Florida, Georgia, Hawaii, Idaho, Maryland, Michigan, Missouri, Montana, Nevada, New Mexico, North Carolina, Oregon, South Carolina, Tennessee, Texas, Virginia, and Washington. David is also a Certified Financial Planner. David's previous experience includes working at Accuvest Global Advisors and Cetera Advisor Networks LLC.

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ADVISOR BIO

David Samuel Tucker is a financial advisor with over 25 years of experience in the financial services industry. David is currently registered with RBC Capital Markets, LLC, and is licensed in 41 states across the United States. David has previously been registered with Sutro & Co. Incorporated. David specializes in a variety of services, including portfolio management for individuals, businesses and pooled investment vehicles. David also provides financial planning and pension consulting services.

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ADVISOR BIO

David Reasoner is an investment advisor representative with LPL Financial LLC in Orange, CA. David has over 40 years of experience in the securities industry. David has held various roles in the financial services industry and has been with LPL Financial LLC since 2010. David is registered with FINRA as a General Securities Representative and also holds the Series 3 and SIE licenses. David is also a registered investment advisor representative in California and Texas. David's firm, LPL Financial LLC, provides a wide range of financial services, including investment management, financial planning, and retirement planning. David's previous employers include Securities America, Inc., CitiCorp Investment Services, UBS Financial Services Inc., Dean Witter Reynolds Inc., Smith Barney, Harris Upham & Co., Incorporated, and Paine Webber Incorporated. David's experience and expertise make him a valuable resource for clients seeking investment advice and financial guidance.

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ADVISOR BIO

David Boland is a financial advisor with UBS Financial Services Inc. David has been in the financial services industry since May 1998 and holds several professional designations, including Series 7, Series 10, and Series 65. David has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Before joining UBS Financial Services Inc. David worked for Merrill Lynch and Morgan Stanley. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

David Kwon is a registered representative with Planmember Securities Corp., a firm based in Carpinteria, California. David has been in the securities industry since June 20, 2007, and is registered with the state of California. David previously worked at Financial Network Investment Corporation in Campbell, California, and Pension Planners Securities, Inc. in San Jose, California. David has a strong background in financial planning and portfolio management. David is a dedicated professional with a proven track record of success in the financial services industry.

SPECIALIZATIONS