David Marchesani (CRD# 5001063) is an Investment Advisor Representative working at Iapetus Capital, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iapetus Capital, Inc. | San Diego, CA | Apr 2015 - Current | 9 |
| Quality Growth Management, Inc. | Rancho Sante Fe, CA | Dec 2005 - Mar 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- CA
- TX
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts43ACCOUNTS
-
Average Account Value$1,733,390
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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