David Kreinces, financial advisor Westlake Village CA

David Kreinces

CRD Number: 2835065
Current Firm: Etf Portfolio Management LLC

David Kreinces (CRD# 2835065) is an Investment Advisor Representative working at Etf Portfolio Management LLC in Westlake Village, CA and has over 26 years of experience in the finance industry.

Similar Advisors
John Defonso, financial advisor Westlake Village CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Alexander "Alec" Tuckman, financial advisor Westlake Village CA
Alexander "Alec" P. Tuckman
CRD# 6770924
Wealth Management Partners Of Los Angeles
Similar Advisors
Michael Mansfield, financial advisor Westlake Village CA
Michael J. Mansfield
CRD# 5656946
The Lynd Group Advisors, LLC
Company Name Location Dates Years
Etf Portfolio Management, LLC Newbury Park, CA Nov 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for David S. Kreinces
Phone Number: 866-409-5844 TOLL FREE
Firm Website: http://www.etfpm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $436,250
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from David Kreinces and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.