David HuibregtseCRD Number: 3027785
Current Firm: Berthel Fisher & Company Financial Services, Inc.
David Huibregtse (CRD# 3027785) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Morgan Hill, CA and has over 19 years of experience in the finance industry.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Berthel Fisher & Company Financial Services, Inc.||Morgan Hill, CA||Dec 2008 - Current||9|
|Orland Park Estates, LLC||Morgan Hill, CA||Apr 2008 - Jun 2015||7|
|Eplanning Securities Inc.||Morgan Hill, CA||May 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV