David BarraganCRD Number: 6079107
Current Firm: Unionbanc Investment Services, LLC
David Barragan (CRD# 6079107) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Jose, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Unionbanc Investment Services||San Jose, CA||Jun 2012 - Current||4|
|Union Bank||San Jose, CA||Jun 2007 - Current||9|
|Valley Credit Union||San Jose, CA||Aug 2001 - Jun 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management773MILLIONS
Total Number of Accounts3,196ACCOUNTS
Average Account Value$241,970
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV