David Hamra (CRD# 1699113) is an Investment Advisor Representative working at Gordian Advisors, LLC in Tucson, AZ and has over 29 years of experience in the finance industry. David Hamra 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.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gordian Advisors | Tucson, AZ | Oct 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 1999 |
- AZ
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts328ACCOUNTS
-
Average Account Value$657,644
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, NH, TX
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