David Ettl (CRD# 865173) is an Investment Advisor Representative working at David Ettl Financial in Lincoln, CA and has over 37 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David Ettl Financial | Grass Valley, CA | Aug 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
- CA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts103ACCOUNTS
-
Average Account Value$187,371
- A percentage of assets under your management
- 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)
CA
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