ADVISOR BIO

David Hugh Fisher is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. David has been in the industry since 1991 and has held licenses with multiple firms, including Wells Fargo Investments, LLC, Wells Fargo Securities Inc., First Interstate Investments, Inc., FIMCO Securities Group, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is licensed to provide investment advice in multiple states, including California, Texas, Arizona, Colorado, Florida, Minnesota, Nevada, Oregon, and Utah. David specializes in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients.

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ADVISOR BIO

David Curiel is a Certified Financial Planner and Investment Advisor Representative at Alphacore Capital LLC. David Curiel has been with Alphacore Capital LLC since February 2022. David Curiel is registered with the state of California and is currently approved to provide investment advisory services. David Curiel has been in the financial industry since March 2013. Alphacore Capital LLC is an SEC-registered investment advisor with a focus on institutional consulting and client servicing. Alphacore Capital LLC provides financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Alphacore Capital LLC has a total of 3,059 clients with assets under management totaling $2,441,972,009.

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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 James Knudsen is a financial advisor currently registered with Morgan Stanley. David has been in the financial services industry since October 2013. David is licensed to provide financial advice in 34 states and the District of Columbia. David is registered with the state of California as an investment advisor representative. In addition, David is registered with the state of Hawaii and Texas as an investment advisor representative. David's firm, Morgan Stanley, has been in business since 1935 and has over 200,000 clients. Morgan Stanley's main office is located in Purchase, New York and they manage over $1 trillion in assets.

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ADVISOR BIO

David Marino is a financial advisor at Edward Jones. David has been in the financial industry since 2022 and has passed the Series 7, Series 66 and SIE exams. David has been registered as an investment advisor representative in California, Idaho, Illinois, Nevada, Oklahoma, Oregon, Texas, Utah and Wyoming. David has a specializations in various financial fields like fixed income, mutual funds, variable annuities, life insurance and retirement planning. David is based in Huntington Beach, California.

SPECIALIZATIONS

ADVISOR BIO

David Karl Hansch is a financial advisor at Independent Financial Group, LLC located in San Juan Capistrano, CA. David has been a registered financial advisor since 1983. David holds the Series 6, 7, 22, 24 and 63 licenses. He is a Certified Financial Planner and has been recognized for his expertise in financial planning and portfolio management for individuals and businesses. David has worked with a variety of clients, including high-net-worth individuals, families, and businesses. He is committed to providing personalized financial advice that meets the unique needs of each client. David specializes in retirement planning, investment management, estate planning, and tax planning.

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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 Lanshe is a financial advisor who has been in the industry since 1986. David is currently registered with J.P. Morgan Securities LLC and has previously worked at other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wachovia Securities, LLC, UBS Financial Services Inc., SunTrust Capital Markets, Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, Thomson McKinnon Securities Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. David is licensed to provide investment advice in a number of states and is a Series 7, Series 3, Series 10, Series 9, and Series 65 licensed representative. David is a registered investment adviser representative in the state of California and Colorado.

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ADVISOR BIO

David Goss is a financial advisor with Planmember Securities Corp. David has been in the financial services industry since December 1997. David is registered in 21 states as a broker-dealer and in 1 state as an investment advisor. David specializes in portfolio management for individuals and businesses, financial planning and pension consulting.

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ADVISOR BIO

David Anthony Mendoza is a financial advisor registered in the state of California, with over 40 years of experience in the financial industry. David is currently registered as a broker with Rockefeller Financial LLC and a Registered Investment Advisor with both Rockefeller Financial LLC and Rockefeller Capital Management. David provides financial planning services to individuals, corporations, and charitable organizations. David works out of the Los Gatos branch of Rockefeller Financial LLC.

SPECIALIZATIONS