David Fang (CRD# 7867243) is an Investment Advisor Representative working at Almega Wealth Management in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Almega Wealth Management LLC | Scottsdale, AZ | Dec 2023 - Current | < 1 |
| Dexafit-tempe | Tempe, AZ | Dec 2023 - Current | < 1 |
| Unemployed | Phoenix, AZ | Apr 2023 - Nov 2023 | < 1 |
| Poggio Labs | San Francisco, CA | Apr 2022 - Mar 2023 | < 1 |
| Captivateiq | San Francisco, CA | Apr 2021 - Apr 2022 | 1 |
| Self-employed | Phoenix, AZ | Nov 2019 - Mar 2021 | 1 |
| Figure Technologies | San Francisco, CA | Oct 2018 - Oct 2019 | 1 |
| Sofi Inc. | San Francisco, CA | Jun 2016 - Sep 2018 | 2 |
| Mccombs School Of Business, University Of Texas | Austin, TX | Jul 2015 - Aug 2016 | 1 |
| Ite Inc. | Tulsa, OK | May 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- AZ
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts450ACCOUNTS
-
Average Account Value$131,316
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, FL, KY, NC, TX, VA
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