David Lightner (CRD# 2561878) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Laguna Niguel, CA and has over 29 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 |
|---|---|---|---|
| Hamilton-bates Investment Research, Inc. | Laguna Niguel, CA | Apr 2018 - Current | 6 |
| Cetera Advisor Networks, LLC | El Segundo, CA | Jan 2015 - Mar 2018 | 3 |
| Proequities, Inc. | Irvine, CA | Mar 2000 - Dec 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- CA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts535ACCOUNTS
-
Average Account Value$89,662
- 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
CA, IL, PA, TX
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