David Magee (CRD# 1259742) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 31 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copley Financial Group, Inc. | San Diego, CA | Aug 2018 - Current | 5 |
| Heritage Tax And Insurance Services, Inc. | San Diego, CA | Aug 2018 - Current | 5 |
| Emerson Equity LLC | San Mateo, CA | Mar 2024 - Apr 2024 | < 1 |
| Retired | San Diego, CA | Sep 2017 - Aug 2018 | < 1 |
| Magee Thomson Investment Partners, LLC | San Diego, CA | Jul 2012 - Sep 2017 | 5 |
| Magee Thomson Investment Partners, LLC | San Diego, CA | May 2002 - Sep 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management262MILLIONS
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Total Number of Accounts4,565ACCOUNTS
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Average Account Value$57,364
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NY, TX
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