David Andrews (CRD# 7482917) is an Investment Advisor Representative working at Heritage Wealth Management, Inc. in San Diego, CA and has 1 year of experience in the finance industry. David Andrews 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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Wealth Management | San Diego, CA | Nov 2021 - Current | < 1 |
| Advantis Credit Union | Portland, OR | Jan 2019 - Sep 2021 | 2 |
| Point Loma Credit Union | San Diego, CA | Sep 2016 - Dec 2018 | 2 |
| Intuit Inc. | San Diego, CA | Sep 2015 - Sep 2016 | 1 |
| Use Credit Union | San Diego, CA | Jul 2009 - Sep 2015 | 6 |
- CA
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts861ACCOUNTS
-
Average Account Value$247,521
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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