David Hirose, financial advisor Santa Clara CA
96 score

David Hirose

CRD Number: 1199354
Current Firm: Foothill Securities, Inc.

David Hirose (CRD# 1199354) is an Investment Advisor Representative working at Foothill Securities, Inc. in Santa Clara, CA and has over 32 years of experience in the finance industry. David Hirose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
David M. Hirose & Associates- Tax Services Honolulu, HI Jan 2012 - Current 4
Foothill Securities, Inc. Honolulu, HI Dec 1994 - Current 22
David M. Hirose- Insurance Renewal Commissions Honolulu, HI Jun 1980 - Current 36
Hirose & Sumida Financial Group Inc. Honolulu, HI Jan 1994 - Dec 2014 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
Contact Info for David M. Hirose
Phone Number: 650-625-9701
Registered State(s):
  • CA
  • HI
By the Numbers
  • Total Assets Under Management
    1,158
    MILLIONS
  • Total Number of Accounts
    6,953
    ACCOUNTS
  • Average Account Value
    $166,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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