David Kinder, financial advisor Riverside CA

David Kinder

CRD Number: 4835877
Current Firm: First Advisors National, LLC
Compensation Model: Both
David Kinder (CRD# 4835877) is an Investment Advisor Representative working at First Advisors National, LLC in Riverside, CA and has over 17 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Ohio National Financial Services Riverside, CA Mar 2020 - Current 2
Dynamic Advanced Wealth Insurance And Financial Solutions Riverside, CA Dec 2007 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David H. Kinder
By the Numbers
  • Total Assets Under Management
    363
    MILLIONS
  • Total Number of Accounts
    4,147
    ACCOUNTS
  • Average Account Value
    $87,445
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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