ADVISOR BIO

David Duquemin is an investment advisor representative with Allworth Financial, LP. David is registered with the state of Texas. David has been in the industry since 1997 and has passed the Uniform Investment Adviser Law Examination. David is also a pilot for American Airlines.

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ADVISOR BIO

David Walkush is an investment advisor representative at Breakwater Investment Group, LLC. David has over 20 years of experience in the financial services industry. David is a Chartered Financial Analyst (CFA) and holds the Series 7, 63 and 65 securities licenses. Breakwater Investment Group, LLC is a registered investment advisor headquartered in Newport Beach, CA. The firm specializes in providing portfolio management services to individuals, businesses, charitable organizations and tribal organizations. The firm's assets under management are over $40 million.

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ADVISOR BIO

David Kistner is a financial professional with over 35 years of experience in the industry. David is currently registered with Wells Fargo Clearing Services, LLC, and holds Series 3, 7, 8, 9, 10, 63 and 66 licenses. David is a well-rounded financial advisor who has worked in various roles including a Securities Sales Supervisor position. David has also held positions with Prudential Securities Incorporated in the past. David has experience working with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. David is committed to providing his clients with the highest level of personalized financial advice.

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ADVISOR BIO

David Neunuebel is a financial advisor with Raymond James & Associates, Inc. David has been in the industry since June 1982. David is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and Series 63 license. David has experience working with a wide range of clients, including individuals, families, businesses, and institutions. David specializes in retirement planning, investment management, and financial planning. David has held previous roles at Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Morgan Stanley DW Inc.

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ADVISOR BIO

David Delarosa is an Investment Advisor Representative with Ameritas Advisory Services, LLC. David is registered in 15 states and holds the Series 6, Series 22, Series 63, Series 65, and SIE licenses. David has been in the financial services industry since 2008. David's firm, Ameritas Advisory Services, LLC, is a financial services firm with a long history of providing comprehensive financial planning and investment management services. The firm's client base is diverse and includes individuals, families, businesses, and retirement plans. Ameritas Advisory Services, LLC is committed to providing its clients with personalized financial advice and solutions that meet their unique needs.

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ADVISOR BIO

David M. Cohen is an investment advisor representative for Wells Fargo Clearing Services, LLC. David has been in the industry since 1983 and is registered with the state of California and Texas. He is a licensed agent for Wells Fargo Advisors LLC. David holds the Series 63, 65, 7 and SIE licenses.

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ADVISOR BIO

David Allen Reicks is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in San Diego, California. David has been in the industry since 1985 and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and with the State of California as an Investment Advisor Representative. David has also previously worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and The Mutual Life Insurance Company of New York.

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ADVISOR BIO

David Vartanian is a financial advisor at Principal Securities, Inc. David has over 10 years of experience in the financial services industry and has worked with individuals, families, and businesses. David specializes in providing financial planning, investment management, and retirement planning services. He has a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

David Romero is an investment advisor representative with Nautica Asset Management LLC. David Romero is currently registered with the state of California. David Romero has been in the financial services industry since 1977. David Romero has experience with insurance, financial planning, and portfolio management for individuals.

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ADVISOR BIO

David Lopez is a financial advisor with LPL Financial LLC. David has been in the industry since 2012 and is registered with the state of California. David holds Series 7, 99, 24, 52, 53, 63, and 65 licenses. David specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. LPL Financial LLC is a leading independent broker-dealer and investment advisor that provides a wide range of financial products and services to individuals, families, and businesses. LPL Financial LLC manages over $463 billion in assets.

SPECIALIZATIONS