ADVISOR BIO

David Nugent is a financial advisor with State Farm Investment Management Corp. David has been in the financial services industry since 2009 and is registered with the state of California. He is a Chartered Financial Consultant and holds the Series 6, Series 63 and SIE licenses. David is committed to helping clients achieve their financial goals. David also owns and operates an insurance agency in Lodi, CA.

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ADVISOR BIO

David Flores is a financial advisor at Morgan Stanley. David has been a registered representative for over a year and has a Series 7TO, Series 66, and SIE license. David is registered with the state of California as both a Broker Dealer and Investment Advisor. David is also registered as a broker dealer in Texas, Arizona, Florida, Georgia, Hawaii, Louisiana, Maine, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Virginia, and Washington. David has experience in providing financial advice to individuals, businesses, and institutional clients. David specializes in asset allocation, financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

David Prestwich Jones is an investment advisor representative at Bailard, Inc. David Prestwich Jones has been in the industry since 2014. David Prestwich Jones is registered to provide investment advisory services in California and Texas. David Prestwich Jones is also a Certified Financial Planner. Bailard, Inc. is a fee-only investment advisor firm that provides investment management services to individuals, families, institutions, and corporations. Bailard, Inc. has approximately $6 billion in assets under management.

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ADVISOR BIO

David Nelson Lundquist is a registered investment advisor representative (IAR) with Lido Advisors, LLC. David is a Series 65 license holder who is licensed to practice in California, Florida, and Texas. David has been in the investment industry for over 20 years and has experience working for a variety of firms including Fisher Investments, Inc., Churchill Management Group, and Ken Stern & Associates. David currently works out of the San Diego, CA office of Lido Advisors, LLC.

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ADVISOR BIO

David Ross Carter is a financial advisor who has been in the industry since 2007. David is registered with Morgan Stanley and is licensed to provide investment advice in multiple states. David has a strong background in the financial services industry, holding several licenses and certifications. David is committed to providing personalized financial advice to help clients achieve their goals.

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ADVISOR BIO

David Penniall is a financial advisor at Beacon Pointe Advisors, LLC. David has been in the financial services industry since 1983 and is a Certified Financial Planner. David has worked at a number of firms, including United Planners' Financial Services of America, NRP Financial, Inc., AIG Financial Advisors, Inc., and Sunamerica Securities, Inc. David is licensed to sell insurance products, and David also owns and operates an independent insurance agency, Penniall Insurance Services. David is a member of AWM Capital LLC and is a business manager of LLCs that PHC helps create and manage. David is also a real estate agent and refers clients to buy and sell real estate.

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ADVISOR BIO

David Edward Jones is an investment advisor representative with Morgan Stanley, licensed to practice in California and Texas. David Jones has been in the financial services industry since 1987 and has been with Morgan Stanley since 2009. David Jones's previous affiliations include CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., UNICORP FINANCIAL GROUP, and PACIFIC ASSET GROUP, INC. David Jones is licensed to offer securities and investment advisory services in California and Texas. David Jones has passed the SIE, Series 7, and Series 63 exams. David Jones specializes in portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

David Fowler is a financial advisor with over 13 years of experience in the financial services industry. David is a registered representative with State Farm Investment Management Corp. and holds the Series 6, Series 63 and SIE licenses. David is also a Chartered Financial Consultant. In addition to his role as an advisor, David is the owner and agent of David Fowler's Insurance Agency, which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. David focuses on providing investment and insurance services to individuals and businesses.

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ADVISOR BIO

David Miles Szabla is a financial advisor who works with individuals, families, corporations, and institutions. David has over 10 years of experience in the financial services industry. David specializes in providing financial planning, investment management, and retirement planning services. David holds the Series 66, Series 7, and SIE securities licenses and is a Certified Financial Planner (CFP®). David is currently employed with Beacon Pointe Advisors, LLC.

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ADVISOR BIO

David Ho is a financial advisor with Morgan Stanley, a large financial services firm. David has been in the financial services industry since 2006 and has experience in providing investment advice and portfolio management services. David has a broad range of industry experience, having previously worked at EquityBee Securities, LLC, Charles Schwab & Co., Inc., HSBC Securities (USA) Inc. and Citigroup Global Markets Inc. David is registered in 37 states and holds the Series 7, Series 6, Series 63, Series 9 and SIE licenses, as well as a Uniform Investment Adviser Law Examination (Series 65).

SPECIALIZATIONS