David Mather, financial advisor San Diego CA

David Mather

CRD Number: 6383939
Current Firm: Prudential Financial Planning Services

David Mather (CRD# 6383939) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Dickerson Employee Benefits Los Angeles, CA Aug 2017 - Current 6
Ca Health Benefit Exchange San Diego, CA Aug 2017 - Current 6
Word & Brown San Diego, CA Aug 2016 - Current 7
Prudential Insurance Company Of America San Diego, CA Aug 2014 - Current 9
Pruco Securities, LLC San Diego, CA Aug 2014 - Current 9
Massmutual Greater San Diego San Diego, CA Jun 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for David B. Mather
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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