ADVISOR BIO

David Dickerson is a financial advisor with over 10 years of experience in the industry. David is currently registered with OneAmerica Securities, Inc. and is licensed in California. David also has experience with MML Investors Services, LLC, Pruco Securities, LLC., and American United Life. David specializes in a variety of financial products and services, including financial planning, pension consulting, and portfolio management. David is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

David Earl Spencer is a financial advisor with over 15 years of experience in the industry. David is registered with LPL Financial LLC and has a Series 7, Series 66, and SIE license. David specializes in providing financial planning, portfolio management, and consulting services to a range of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. David is also a Chartered Financial Consultant (ChFC). In addition to his role with LPL Financial, David is also involved in real estate rental, serving as a property owner and manager. Prior to joining LPL Financial, David was an advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is committed to helping clients achieve their financial goals and believes in building long-term relationships with them.

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ADVISOR BIO

David Moeller is an Investment Advisor Representative associated with Knights of Columbus Asset Advisors LLC. David is licensed in California and has been in the industry since 2011. David has passed the Series 65, Series 66, and Series 7 exams. David has experience working with a variety of clients including individuals, corporations, investment companies, and pooled investment vehicles.

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ADVISOR BIO

David Codd Boydell is a financial advisor with Mutual Advisors, LLC. David has been working in the industry since 1993 and holds a Series 63, Series 7, Series 6 and Series 3 licenses, in addition to the SIE. David is also a Certified Financial Planner (CFP). David has experience working with individuals, corporations, and pension plans. Mutual Advisors, LLC is a financial advisory firm with a focus on portfolio management, financial planning and selection of other advisors.

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ADVISOR BIO

David Macdonald Coen is an investment advisor representative at Sageview Advisory Group, LLC. David is a licensed investment advisor with experience in fixed annuities and life insurance. David has been in the industry since 2015 and specializes in providing financial planning and wealth management services to individuals, families, and businesses. David has helped clients achieve their financial goals by providing personalized financial advice and guidance.

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ADVISOR BIO

David Randolph Davis is an active financial advisor registered with Raymond James Financial Services Advisors, Inc. David Randolph Davis has been in the financial industry since December 29, 1986. David Randolph Davis is registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. David Randolph Davis also has a Series 63, 65, 24, 7, and SIE licenses.

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David Dee Thomas is a financial advisor with Edward Jones. David has been in the financial services industry since August 22, 1978. David is registered in Alabama, California, Colorado, Nevada, South Carolina, and Texas. David is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. David specializes in providing financial advice to individuals, businesses, and retirement plans. David is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

David Lung is a financial advisor with Morgan Stanley. David Lung has been working in the financial industry since 2004 and is registered to provide investment advice in 27 states. David Lung has a strong background in the industry and specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, investment companies, pension and profit-sharing plans, state or municipal government entities, banking or thrift institutions, and investment clubs. David Lung also provides financial planning, asset allocation advice, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

David Richter is a financial professional with over 30 years of experience in the financial industry. David is a registered representative with M Holdings Securities, Inc. in San Rafael, California. David specializes in a broad range of financial planning services for individuals and businesses. Prior to joining M Holdings Securities, Inc., David worked as a financial advisor with several firms including ARETE WEALTH MANAGEMENT, LLC, PRIVATE CONSULTING GROUP, INC., NFP SECURITIES, INC., FORTIS INVESTORS, INC., MML INVESTORS SERVICES, INC., and G. R. PHELPS & CO., INC. David is committed to providing personalized financial solutions for his clients and helping them achieve their financial goals.

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ADVISOR BIO

David Chin-jew is a financial professional with over 10 years of experience in the industry. David is currently registered with J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management. David has a Series 6, Series 63 and SIE license and is registered in California. David has experience with a variety of investment products and services, including variable contracts, financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS