David Trice, financial advisor Solana Beach CA
89 score

David Trice

CRD Number: 6224668
Current Firm: Gurtin Fixed Income Management, LLC

David Trice (CRD# 6224668) is an Investment Advisor Representative working at Gurtin Fixed Income Management, LLC in Solana Beach, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Solana Beach, CA Mar 2015 - Current 1
Gurtin Fixed Income Management LLC Solana Beach, CA May 2013 - Current 3
Unemployed San Diego, CA Mar 2013 - May 2013 < 1
Unemployed San Diego, CA Dec 2012 - Mar 2013 < 1
Unemployed San Diego, CA Sep 2012 - Dec 2012 < 1
Allianz Global Investors Capital San Diego, CA Feb 2005 - Sep 2012 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Apr 2015
Contact Info for David A. Trice
Phone Number: 858-436-2200
Firm Website: https://www.gurtin.com
Registered State(s):
  • CA
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    9,930
    MILLIONS
  • Total Number of Accounts
    1,737
    ACCOUNTS
  • Average Account Value
    $5,716,611
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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