David Valdez (CRD# 7611266) is an Investment Advisor Representative working at Harvest Capital Advisors Group LLC in Malibu, CA and has over 2 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvest Capital Advisors Group LLC | Malibu, CA | Oct 2022 - Current | 1 |
| Individual Investor | Malibu, CA | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$574,416
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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