David Slocombe (CRD# 2521735) is an Investment Advisor Representative working at San Gabriel Capital in Cedar Park, TX and has over 27 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| San Gabriel Capital | Austin, TX | Feb 2014 - Current | 10 |
| The Benchmark Company, LLC | New York, NY | Jul 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- TX
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Total Assets Under Management17MILLIONS
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Total Number of Accounts54ACCOUNTS
-
Average Account Value$317,923
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX
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