Dorete Ben-David, financial advisor Shingle Springs CA

Dorete Ben-David

CRD Number: 4677966
Current Firm: Ben-david Financial Planning

Dorete Ben-David (CRD# 4677966) is an Investment Advisor Representative working at Ben-david Financial Planning in Shingle Springs, CA and has 1 year of experience in the finance industry. Dorete Ben-David has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ben-david Financial Planning Redwood City, CA May 2003 - Current 20

Dorete Ben-David has no recent exams reported.
Contact Info for Dorete Ben-David
Phone Number: 650-274-3739
Registered State(s):
  • CA
Current Firm Details
Ben-david Financial Planning
Firm's CRD Number: 127450
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $463,333
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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