David Goerz (CRD# 2542377) is an Investment Advisor Representative working at Strategic Frontier Management, LLC in Dana Point, CA and has over 7 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Frontier Management | Danville, CA | Mar 2015 - Current | 9 |
| Alberta Investment Management Corporation | Edmonton, | Mar 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA
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