ADVISOR BIO

David Williams is a registered representative with Morgan Stanley. David has been in the financial services industry since March 20, 2018. David is registered to provide investment advice in 44 states. David is a Series 66, Series 7 and Series SIE licensed representative. David’s current office is in Oakland, CA.

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ADVISOR BIO

David Matthew Kirksey is a financial advisor with Morgan Stanley. David has been in the financial industry since June 2012. David is registered with the state of California and Texas. David is also registered with FINRA. David has worked with a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. David provides a range of advisory services, including financial planning, portfolio management, asset allocation advice, and selection of other advisors. David has a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

David Nicholas Spiegel is a financial advisor at UBS Financial Services Inc. with over 48 years of experience in the industry. He is registered with the state of California and Texas as an Investment Advisor Representative (IAR). David Nicholas Spiegel holds Series 1, 7TO, 63, 65, SIE, and PC licenses. He is also registered with the state of Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, 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 Wisconsin. He is currently associated with the Pasadena branch office of UBS Financial Services Inc. and has previously been associated with BLYTH EASTMAN DILLON & CO. INCORPORATED.

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ADVISOR BIO

David Charles Gore is an investment advisor representative with West Coast Financial, LLC. David has been in the financial services industry since February 1986. David is a Chartered Financial Analyst (CFA) and has experience in providing financial planning, pension consulting and portfolio management for individuals, businesses and pooled investment vehicles. David's experience includes working with high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans and pooled investment vehicles.

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ADVISOR BIO

David Green is a financial advisor registered with Edward Jones. David has been in the financial services industry since February 25, 2008 and has served clients in Chico, California. He has passed Series 66, Series 7, and SIE exams and holds registrations in California, Texas and other states. David has prior experience with other firms including Sorrento Pacific Financial, LLC, Cetera Advisors LLC and Cetera Advisor Networks LLC.

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ADVISOR BIO

David Michael Coiro is an investment advisor representative with Cambridge Investment Research Advisors, Inc., based in Los Angeles, California. David has been in the financial services industry since 1973. David has a broad range of experience, having worked with firms such as Symphonic Securities, RIM Securities, and Rochdale Securities. David's focus is on providing financial planning and portfolio management for individuals and businesses. David's qualifications include holding the Series 63, Series 65, Series 7, Series 72, Series 24, and Series 53 licenses, along with the SIE certification.

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ADVISOR BIO

David Brian Holmes is an investment advisor representative registered with Oppenheimer & Co. Inc. with over 30 years of experience in the financial services industry. David has held previous positions at Raymond James & Associates, Inc., Deutsche Bank Securities Inc., and UBS Financial Services Inc. David has specialized in portfolio management for businesses and individuals, financial planning, pension consulting, and the selection of other advisors. David holds Series 3, 7, 24, 63, and 65 licenses and is registered in multiple states.

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ADVISOR BIO

David Medina is a financial advisor with over 6 years of experience in the financial services industry. David is currently a registered investment advisor representative with Global Retirement Partners LLC and has been with the firm since February 2021. Previously, David worked with D.A. Davidson & Co. from January 2015 to February 2021. David is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. David's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

David Sargent is an Investment Advisor Representative with Integrated Wealth Concepts LLC. David has been in the securities industry for over 5 years and specializes in financial planning and portfolio management for individuals and businesses. David is registered with the state of California and has passed the Uniform Investment Adviser Law Examination. Prior to his current position, David has held positions at various firms including DZ Bank, Ventris Captial Advisors, and Suffolk University. He also has experience with self-employment and real estate investment. David is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

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ADVISOR BIO

David Smith is a financial advisor with over 20 years of experience in the industry. David has a strong background in both brokerage and investment advisory services. David is currently registered as a Registered Representative and an Investment Advisor Representative with Morgan Stanley. David has been with Morgan Stanley since 2009. Prior to that, David worked at a number of other firms including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., E1 Asset Management, Inc., and PHD Capital. David has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS