David Peckham (CRD# 1551271) is an Investment Advisor Representative working at Peckham, David A in Santa Barbara, CA and has over 37 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santa Barbara Pension Consultants Inc. | Santa Barbara, CA | Mar 1992 - Current | 32 |
| David A Peckham, A Sole Proprietor | Santa Barbara, CA | Jan 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- CA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$58,702
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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