ADVISOR BIO

David Garcia is a financial advisor at Wells Fargo Clearing Services, LLC with over 10 years of experience in the financial services industry. David has a strong background in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. David is a Registered Representative and Investment Advisor Representative, and holds Series 6, 7, 63, and 65 licenses. David is committed to helping clients achieve their financial goals through personalized investment strategies and financial planning services.

SPECIALIZATIONS

ADVISOR BIO

David Ray is a financial advisor with Morgan Stanley and has been in the industry since 2016. David holds a Series 66 and Series 7 license. David is registered in 50 states and two districts. David is registered with the firm as a Registered Representative and Investment Advisor Representative in the state of California and as a Registered Representative in Texas.

SPECIALIZATIONS

ADVISOR BIO

David Spataro is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since 2011 and is licensed to provide financial advice in California and several other states. David has a wide range of experience working with both individuals and businesses, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

David Foster Huisinga is an investment advisor representative with Trilogy Capital, Inc. David has been in the securities industry since February 7, 2002. David is licensed in 20 states and holds Series 6, 7, 63 and 65 securities licenses, as well as the SIE exam. David specializes in providing financial planning, pension consulting, and selection of other advisors, and provides portfolio management services for individuals. David is also a registered investment advisor representative with Trilogy Capital, Inc. and has been providing investment advisory services since January 2018.

SPECIALIZATIONS

ADVISOR BIO

David Williamson is a financial advisor in Corona, California. David has been in the financial services industry for over 8 years and is currently registered with LPL Financial LLC. David previously worked for Transamerica Financial Advisors, Inc. and World Financial Group, Inc. David holds the Series 6, Series 63, Series 26, and SIE securities licenses as well as the Series 65 investment advisor license.

SPECIALIZATIONS

ADVISOR BIO

David Lowry is an investment advisor representative with Morgan Stanley. David has been in the securities industry since June 23, 1991. David has been with Morgan Stanley since June 2009. Prior to joining Morgan Stanley, David worked for CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. David has passed the Series 3, Series 7, Series 63, and Series 65 exams. David is registered in 28 states.

SPECIALIZATIONS

ADVISOR BIO

David Robert Bennette is a financial advisor who has been in the industry since 2004. David Robert Bennette is currently registered with Morgan Stanley and has been a registered representative for over 16 years. Prior to joining Morgan Stanley, David Robert Bennette worked with PROSPERA FINANCIAL SERVICES, INC. and WELLS FARGO ADVISORS, LLC. David Robert Bennette is a Registered Representative and Investment Advisor Representative. David Robert Bennette holds a Series 7, 66, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

David William Brown is a financial advisor with over 17 years of experience in the financial services industry. David has a wide range of experience in financial planning, portfolio management and investment advisory services. David is currently registered with Cetera Investment Advisers LLC and has previously been registered with NATIONAL PLANNING CORPORATION. David is licensed to offer investment advisory services in California. David holds the Series 6, Series 63, Series 65 and SIE licenses. David is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Mathias is a financial advisor with over 5 years of experience in the industry. David has a Series 7, Series 24, and Series 66 license and is a Certified Financial Planner. David works with both individuals and businesses, providing a variety of services including financial planning, investment management, and insurance. David has been registered with LPL Financial LLC since October 2019 and Lifetime Financial Advisors Inc. since February 2021. David has a strong track record of success and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Glienke is an investment advisor representative at Western International Securities, Inc. with over 15 years of experience in the industry. David specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. David is also a licensed pilot for American Airlines.

SPECIALIZATIONS