Years of Experience
5-20+ Years
LA CANADA, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
David Lopez is a financial advisor with Wells Fargo Clearing Services, LLC. David has been in the financial industry since 2019. David is a registered representative in California and holds Series 7TO, Series 66, and SIE licenses. David has worked for several firms before joining Wells Fargo, including J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
Los Angeles, CA
11 Years Experience
2 Disclosures
ADVISOR BIO
David Chou is a registered investment advisor representative with Osaic Wealth, Inc., and Essence Financial LLC. David has been working in the financial services industry since 2014. David holds the Series 7, 63, and 66 licenses, as well as the SIE exam. David's previous experience includes roles with J.P. Morgan Securities LLC and AXA Advisors, LLC. David has a strong understanding of financial markets and can help clients achieve their financial goals.
SPECIALIZATIONS
San Francisco, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
David Lam is a financial advisor with Morgan Stanley. David has been working in the financial services industry since January 26, 2019. David holds a Series 63, 65, 7TO and SIE licenses. David is registered to provide financial advice in 53 states and the District of Columbia.
SPECIALIZATIONS
SAN DIEGO, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
David Rafteseth is a financial professional with over 10 years of experience in the industry. David is currently registered with LPL Financial LLC and is based out of the San Diego branch office. David previously held positions with ALPACA SECURITIES LLC, AXOS INVEST LLC, AXOS CLEARING LLC, TD AMERITRADE CLEARING, INC., and SCOTTRADE, INC.
SPECIALIZATIONS
San Diego, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
David Song Deng is a financial advisor based in San Diego, CA. David has been in the industry since 2009. Currently, David is an advisor with J.p. Morgan Securities LLC, specializing in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. David has a strong track record of providing personalized financial advice and helping clients reach their financial goals. Prior to joining J.p. Morgan Securities LLC, David worked with U.S. BANCORP INVESTMENTS, INC. and WELLS FARGO ADVISORS, LLC. David is registered to provide investment advice in multiple states.
SPECIALIZATIONS
CORONA, CA
9 Years Experience
2 Disclosures
ADVISOR BIO
David Williamson is a financial advisor in Corona, California. David has been in the financial services industry for over 8 years and is currently registered with LPL Financial LLC. David previously worked for Transamerica Financial Advisors, Inc. and World Financial Group, Inc. David holds the Series 6, Series 63, Series 26, and SIE securities licenses as well as the Series 65 investment advisor license.
SPECIALIZATIONS
Los Angeles, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
David Candelaria is an Investment Advisor Representative with Morgan Stanley. David has been in the securities industry since February 22, 2010. David John Candelaria is registered with FINRA and is licensed to provide investment advice in 53 states and the District of Columbia. David also has a Series 66 license, which permits him to offer both securities and investment advisory services. Prior to joining Morgan Stanley, David worked at CHARLES SCHWAB & CO., INC. and FIRST INVESTORS CORPORATION.
SPECIALIZATIONS
Walnut Creek, CA
0 Disclosures
ADVISOR BIO
David Alberto Ventura is a financial advisor at Mercer Global Advisors Inc. David is registered as an Investment Advisor Representative in California, Hawaii, and New Hampshire. David has been in the financial services industry since 2014 and has experience in providing financial planning, investment management, and trust services. David is a Certified Financial Plannerâ„¢.
SPECIALIZATIONS
ROSEVILLE, CA
42 Years Experience
0 Disclosures
ADVISOR BIO
David Lee Bland is a financial advisor registered with D.a. Davidson & Co.. David has been working in the financial industry since March 21, 1983 and has been with D.a. Davidson & Co. since November of 2013. David is licensed in 39 states and holds Series 63, 66, and 7 licenses.
SPECIALIZATIONS
LOS ANGELES, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
David Taishil Hong is a financial professional with over 11 years of experience in the industry. David is registered with Equitable Advisors, LLC and holds the Series 7, Series 63, and SIE licenses. David is registered in California, Georgia, Kansas, Nevada, New Jersey, New York, and Texas. David specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. David's focus is on helping individuals and families achieve their financial goals.
SPECIALIZATIONS
