ADVISOR BIO

David Kuga is a registered representative with Planmember Securities Corp. David has been in the securities industry since 2001. David is licensed in California, Illinois and Oregon. David has also worked with FINANCIAL NETWORK INVESTMENT CORPORATION, PENSION PLANNERS SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. David has Series 7 and Series 66 securities licenses.

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ADVISOR BIO

David Miller is a financial advisor at LPL Financial LLC. David has been in the financial industry since 2014. David has a wide range of experience with various insurance carriers, W&R Insurance Agencies, and other financial institutions, including Morgan Stanley. David currently holds licenses in several states and is registered with FINRA and the SEC. David is committed to providing his clients with the highest level of service and expertise. David specializes in financial planning, portfolio management, and retirement planning. David is also a registered investment advisor and can provide advisory services to individuals and businesses.

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ADVISOR BIO

David Rowan Young is a financial advisor with over 40 years of experience in the industry. David is currently registered with Morgan Stanley and has been with the firm since 2009. Previously, David was a registered representative with Merrill Lynch from 1978 to 2009. David is licensed to provide investment advice in several states, including California and Texas. David holds the Series 63, 65, 7, and SIE licenses. David is a Certified Financial Planner.

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ADVISOR BIO

David Michael Harrison is a financial advisor with over 30 years of experience in the industry. David has held various positions in the financial services sector, including roles with Lehman Brothers Inc., Smith Barney Inc., and Prudential Securities Incorporated. David is currently registered with Wells Fargo Clearing Services, LLC and holds Series 3, 7, 63, and 65 licenses. David has earned the Certified Financial Planner designation and offers financial planning, investment management, and consulting services to individuals, families, and businesses.

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ADVISOR BIO

David Tamashiro has been in the financial services industry since June 2004. David is currently registered as an Investment Advisor Representative with Crux Wealth Advisors in Long Beach, California. Previously, David was a registered representative with Raymond James Financial Services, Inc. and Waddell & Reed in California. David is Series 66, Series 7, and SIE licensed. David specializes in Financial Planning, Pension Consulting, and Portfolio Management. David works with both individuals and institutions.

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ADVISOR BIO

David Tannenbaum is an investment advisor representative with over 25 years of experience in the financial services industry. David is currently registered with Wells Fargo Clearing Services, LLC and has previously been registered with J.P. MORGAN SECURITIES LLC. David holds a Series 7, Series 63, and Series 65 license and has been registered in numerous states across the country. In addition to his role as an investment advisor, David is also the co-owner and managing director of Kindle Living, a furniture design company.

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ADVISOR BIO

David Garfin is a financial advisor currently registered with LPL Financial LLC. David has been in the financial industry since November 12, 1997, and has held prior positions with Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., Credit Suisse Securities (USA) LLC, Oppenheimer & Co. Inc., Prime Charter Ltd., and D. H. Blair & Co., Inc. David is a licensed securities professional and holds the Series 63, 66, 7, and SIE licenses. David has a significant number of clients, including individuals, corporations, and institutional investors. David's services include portfolio management, financial planning, and consulting.

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ADVISOR BIO

David Andrew Nathan is an investment advisor representative at D.a. Davidson & Co. with over 35 years of experience in the industry. David has a wide range of experience in providing financial advice to individuals, corporations, and institutions. David is registered in 30 states and holds Series 63, 66, and 7 licenses. David is also a registered investment advisor representative in Texas.

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ADVISOR BIO

David Chow is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. David has been in the securities industry since July 23, 1994. David has worked for several firms over the years, including Investors Capital Corp. and Advantage Capital Corporation. David is registered to provide investment advice in California, Maryland and other states. David is a Series 63, 65, 7 and 4 licensed investment advisor.

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ADVISOR BIO

David Streit is an investment advisor representative with MML Investors Services, LLC. David Streit has been in the industry since 2000 and has a wide range of experience in the financial services industry. David Streit has been registered with MML Investors Services, LLC since 2010. David Streit is also a registered investment advisor in California and Indiana. David Streit specializes in providing financial advice and investment management services to individuals, families, and businesses.

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