David Delarosa, financial advisor Escondido CA
93 score

David Delarosa

CRD Number: 5288537
Current Firm: Ameritas Investment Corp

David Delarosa (CRD# 5288537) is an Investment Advisor Representative working at Ameritas Investment Corp in Escondido, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Life Insurance Corp. Lincoln, NE Sep 2008 - Current 8
Ameritas Investment Corp Lincoln, NE Aug 2008 - Current 8
Martinez Agency Escondido, CA Mar 2007 - Current 9
Acacia Life Insurance Bethesda, MD Sep 2008 - Dec 2011 3
Union Central Life Insurance Cincinnati, OH Mar 2007 - Dec 2011 4
Private Contract Escondido, CA Aug 2006 - Feb 2007 < 1
Impact Industries Santa Ana, CA Nov 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for David P. Delarosa
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
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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