David Espinosa, financial advisor Upland CA

David Espinosa

CRD Number: 4244579
Current Firm: Centaurus Financial, Inc.

David Espinosa (CRD# 4244579) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Upland, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial Inc. Anaheim, CA Aug 2014 - Current 9
Various Insruance Carriers For W&r Insurance Agencies Rancho Cucamunga, CA Aug 2006 - Current 17
United Airlines Los Angeles, CA Mar 1989 - Current 35
Fsc Securities Corporation Upland, CA May 2013 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for David R. Espinosa
Phone Number: 714-456-1790
Registered State(s):
  • CA
  • MI
  • NM
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    5,212
    MILLIONS
  • Total Number of Accounts
    30,814
    ACCOUNTS
  • Average Account Value
    $169,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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