David LooCRD Number: 6301240
Current Firm: Fisher Investments
David Loo (CRD# 6301240) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 4 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Fisher Investments||San Mateo, CA||Aug 2011 - Current||6|
|Unemployed||San Jose, CA||May 2011 - Aug 2011||< 1|
|Stepstone Group||San Diego, CA||May 2010 - May 2011||1|
|The Security Network||San Diego, CA||Jan 2010 - May 2010||< 1|
|Full-time Education||San Diego, CA||Sep 2009 - Jan 2010||< 1|
|Assembly Member Joe Coto||San Jose, CA||Jun 2009 - Sep 2009||< 1|
|Full-time Education||San Diego, CA||Sep 2007 - Jun 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management71,790MILLIONS
Total Number of Accounts65,848ACCOUNTS
Average Account Value$1,090,233
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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