David Chopp, financial advisor Pleasanton CA
89 score

David Chopp

CRD Number: 6226229
Current Firm: 1st Global Advisors Inc.

David Chopp (CRD# 6226229) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Pleasanton, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Advisors, Inc. Pleasanton, CA Nov 2013 - Current 3
1st Global Capital Corp Pleasanton, CA Nov 2013 - Current 3
David E.chopp Cpa, An Accountancy Corporation Pleasanton, CA Nov 2012 - Current 4
Enterprise Rent-a-car Co Of San Francisco Burlingame, CA Jan 2000 - Oct 2012 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for David E. Chopp
Phone Number: 214-294-5000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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