David Harrington (CRD# 5990750) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 12 years of experience in the finance industry. David Harrington 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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The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hillcrest Financial Group | Thousand Oaks, CA | Feb 2022 - Current | 2 |
| Thrivent Advisor Network, LLC | Thousand Oaks, CA | Jun 2020 - Feb 2022 | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Thousand Oaks, CA | Jun 2020 - Feb 2022 | 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Jul 2012 - Jun 2020 | 7 |
| Thrivent Investment Management Inc. | Thousand Oaks, CA | Nov 2011 - Jun 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CA
- TX
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Total Assets Under Management392MILLIONS
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Total Number of Accounts935ACCOUNTS
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Average Account Value$419,380
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, NV, TX
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