ADVISOR BIO

David R. Harridge is a registered representative with Edward Jones. David has been in the securities industry for over 6 years. David is currently registered in Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Minnesota, Nevada, New Jersey, Ohio, Oregon, Tennessee, Texas, Utah, and Virginia. David holds the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

David Flores is a registered investment advisor representative with Cuso Financial Services, LP. David has been in the securities industry since March 2018 and is licensed in multiple states. He is registered to provide financial planning and portfolio management for individuals and businesses. David is committed to helping clients achieve their financial goals.

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ADVISOR BIO

David Elster is a financial advisor with LPL Financial LLC. David has been in the financial services industry since 2011. David has a CFP designation and has passed Series 7, 31, 24 and 66 exams. David has worked for several firms, including Wells Fargo Clearing Services, LLC, CUSO Financial Services, LP, and Waddell & Reed. David is registered with the state of California. David's specializations include portfolio management for individuals and businesses.

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ADVISOR BIO

David Lopez is a financial advisor with Wells Fargo Clearing Services, LLC. David has been in the financial industry since 2019. David is a registered representative in California and holds Series 7TO, Series 66, and SIE licenses. David has worked for several firms before joining Wells Fargo, including J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

David Marchetti is a financial advisor at Fidelity Personal And Workplace Advisors, a firm that has approximately $1 billion - $10 billion in assets under management. David Marchetti is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and a Broker Dealer Representative. David Marchetti is also registered to offer securities and investment advisory services in 26 states and territories. David Marchetti has over 8 years of experience in the financial services industry, with previous experience at Comerica Bank, Wells Fargo N.A., and Citibank N.A. David Marchetti holds the Series 63, Series 65, and Series 7TO licenses. David Marchetti specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

David L Ediger is an investment advisor representative with Eagle Strategies LLC, based in Fresno, CA. David has been in the financial services industry since 2000. David has a Series 6, 7, 63, and 65 license as well as the SIE. David specializes in various investment strategies, including insurance, retirement planning, and portfolio management for individuals. In addition to Eagle Strategies LLC, David has also previously been associated with Independent Financial Group, LLC, Concorde Investment Services, LLC, and Securities America, Inc..

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ADVISOR BIO

David Van acker is an investment advisor representative at UBS Financial Services Inc., a large firm with over $50 billion in assets under management. David has been in the financial services industry since 1980 and holds a variety of licenses and certifications, including Series 3, Series 7, Series 63, and Series 65. David provides a range of services to individual and institutional clients, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

David Cloninger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Sacramento, CA. David has been in the industry since September 18, 2006, and has been registered with FINRA since October 20, 2006. David is licensed in several states and holds both a Series 7 and Series 66 license.

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ADVISOR BIO

David Chou is a registered investment advisor representative with Osaic Wealth, Inc., and Essence Financial LLC. David has been working in the financial services industry since 2014. David holds the Series 7, 63, and 66 licenses, as well as the SIE exam. David's previous experience includes roles with J.P. Morgan Securities LLC and AXA Advisors, LLC. David has a strong understanding of financial markets and can help clients achieve their financial goals.

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ADVISOR BIO

David Jenkins is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since July 3, 2000. David is registered to provide investment advice in Arizona, California, Georgia, Massachusetts, New Hampshire, New York, North Carolina, Oregon, Texas and Virginia. David has also passed the Series 66, Series 7, Series 9, Series 10, Series 31 and SIE exams. Prior to joining Ameriprise Financial Services, LLC, David worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated. David specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Educational Seminars, Asset Allocation Services, and Selection of Other Advisors.

SPECIALIZATIONS