David Madanat (CRD# 6883278) is an Investment Advisor Representative working at Madanat Financial Services in San Luis Obispo, CA and has over 6 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Full-time Education | Waltham, MA | Aug 2020 - Current | 3 |
| Madanat Financial Services | San Luis Obispo, CA | May 2018 - Current | 5 |
| Self-employment | San Luis Obispo, CA | Apr 2017 - Jul 2020 | 3 |
| Glenn Burdette | San Luis Obispo, CA | Aug 2019 - Feb 2020 | < 1 |
| Right Brain Money | Arroyo Grande, CA | Nov 2017 - May 2018 | < 1 |
| Unemployed | San Luis Obispo, CA | Dec 2016 - Apr 2017 | < 1 |
| Full-time Education | San Luis Obispo, CA | Sep 2015 - Dec 2016 | 1 |
| Nutanix | San Jose, CA | Jun 2016 - Aug 2016 | < 1 |
| Mindbody | San Luis Obispo, CA | Oct 2009 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$31,753
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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