David Huibregtse, financial advisor Morgan Hill CA
93 score

David Huibregtse

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Morgan Hill, CA Dec 2008 - Current 8
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
Contact Info for David L. Huibregtse
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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