David Banks (CRD# 6482458) is an Investment Advisor Representative working at Phase Two Capital, LLC in Del Mar, CA and has over 9 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Phase Two Capital, LLC | Del Mar, CA | Mar 2015 - Current | 9 |
| Self Employed | Del Mar, CA | Sep 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- CA
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$724,754
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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