David Wu, financial advisor Cardiff By The Sea CA
93 score

David Wu

CRD Number: 5287126
Current Firm: Ameritas Investment Corp

David Wu (CRD# 5287126) is an Investment Advisor Representative working at Ameritas Investment Corp in Cardiff By The Sea, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
20/20 Capital Management Costa Mesa, CA Nov 2015 - Current 1
Ameritas Investment Corp Lincoln, NE Jan 2011 - Current 5
Ameritas Life Insurance Lincoln, NE Jan 2011 - Current 5
20/20 Financial Advisers San Diego, CA Dec 2010 - Current 6
Pre-paid Legal San Diego, CA Sep 2011 - Jan 2012 < 1
Acacia Life Insurace Bethesda, MD Jan 2011 - Dec 2011 < 1
Union Central Life Insurance Cincinnati, OH Jan 2011 - Dec 2011 < 1
Los Angeles Los Angeles, CA May 2010 - Nov 2010 < 1
Usc Los Angeles, CA May 2008 - May 2010 2
Los Angeles Los Angeles, CA Sep 2007 - May 2008 < 1
Bnc Mortgage Irvine, CA Jan 2007 - Oct 2007 < 1
Manpower Los Angeles, CA Nov 2006 - Jan 2007 < 1
Rydek Professional Staffers Marina Del Rey, CA Feb 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for David J. Wu
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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