ADVISOR BIO

David Venegas is a financial advisor registered with LPL Financial LLC in YUBA CITY, CA. David has been in the financial services industry since December 20, 1997. David has held prior registrations with CUNA BROKERAGE SERVICES, INC., QUESTAR CAPITAL CORPORATION and BANC OF AMERICA INVESTMENT SERVICES, INC.. David has experience working with high-net-worth individuals, corporations, other businesses, pension and profit-sharing plans, and charitable organizations. David holds a Series 6, 7, 63 and 65 license.

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ADVISOR BIO

David Ogden is an investment advisor representative currently registered with Golden State Wealth Management, LLC. David has been in the industry since December 2015. Previously, David was registered with LPL Financial LLC. David holds Series 66, Series 7 and SIE licenses and is registered in California. David specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

David Rafael Orozco is a registered representative of J.P. Morgan Securities LLC and is licensed in California. David Rafael Orozco is based out of Canyon Country, CA. David Rafael Orozco has been in the securities industry since June 2023. David Rafael Orozco is a financial advisor with expertise in investments, insurance, and retirement planning.

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ADVISOR BIO

David Isti is a financial advisor with over 3 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in California. Prior to joining Osaic Wealth, Inc., David worked at FSC Securities Corporation. David holds the Series 7TO, Series 66, and SIE licenses. David's specialties include financial planning, portfolio management, and pension consulting. David also provides educational seminars and helps clients select other advisors.

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ADVISOR BIO

David Michael Robinson is a financial advisor at LPL Financial LLC, with over 26 years of experience in the industry. David is registered with the state of California as a Registered Representative and Investment Advisor Representative. David is also a Certified Financial Planner and has passed the General Securities Principal Examination (Series 24) and the General Securities Representative Examination (Series 7).

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ADVISOR BIO

David Simpson is a financial advisor registered with LPL Financial LLC, a firm that provides financial advice to individuals, businesses, and institutions. David has been in the financial industry since 1999. He is licensed in several states including California and Texas. David has experience working with Independent Financial Group, LLC, EPLANNING SECURITIES, INC., and WALL STREET FINANCIAL GROUP, INC. He offers a variety of financial services, including financial planning, portfolio management, and consulting. In addition to his work as a financial advisor, David is also a certified public accountant and runs his own tax preparation and bookkeeping business.

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ADVISOR BIO

David Persin is a financial advisor with RBC Capital Markets, LLC. David has been in the financial industry since 1997 and holds a Series 7, Series 31, SIE, and Series 66 license. David's areas of expertise include: portfolio management for individuals and businesses, pension consulting, selection of other advisers, and educational seminars. David is also registered to provide investment advice in Arizona, California, Colorado, District of Columbia, Florida, Idaho, Indiana, Maryland, Massachusetts, Montana, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, Washington, and West Virginia. David is a resident of Walnut Creek, CA. Prior to working at RBC Capital Markets, LLC, David was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, NA, and City National Bank.

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ADVISOR BIO

David Koehler is a financial advisor registered with Independent Financial Group, LLC. David has been in the financial industry since December 12, 2004 and is licensed in California and Texas. David is a Personal Financial Specialist and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. David has experience working with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth clients.

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ADVISOR BIO

David McDermott is a financial advisor currently registered with LPL Financial LLC. David has been in the industry since January 22, 2001, and holds Series 7, Series 63, and Series 66 licenses. David is registered in 22 states and has worked for several firms throughout their career, including CUSO Financial Services, L.P., ING Financial Partners, Inc., and Atlas Securities, Inc.

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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.

SPECIALIZATIONS