David AdefesoCRD Number: 2769522
Current Firm: The Pacific Group
David Adefeso (CRD# 2769522) is an Investment Advisor Representative working at The Pacific Group in Los Angeles, CA and has over 20 years of experience in the finance industry.
Raymond James & Associates, Inc.
Grove Point Advisors, LLC
Awm Capital, LLC
|Sootchy Securities, LLC||Los Angeles, CA||Mar 2020 - Current||2|
|Pacific Advisory Capital Group, LLC||Los Angeles, CA||Jul 2018 - Current||4|
|Pacific Advisory Capital Group, LLC||Los Angeles, CA||May 2018 - Current||4|
|Axa Advisors, LLC||New York, NY||Jan 2002 - Aug 2018||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management32MILLIONS
Total Number of Accounts89ACCOUNTS
Average Account Value$362,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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