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 18 years of experience in the finance industry.

Similar Advisors
 , financial advisor Upland CA

CRD# 2962660
H. Beck, Inc.
Similar Advisors
Veronica Aaron, financial advisor Upland CA
Veronica M. Aaron
CRD# 2513561
Householder Group Estate & Retirement Specialists
Similar Advisors
Raul Aballi, financial advisor Upland CA
Raul A. Aballi
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Centaurus Financial Inc. Anaheim, CA Aug 2014 - Current 6
Various Insruance Carriers For W&r Insurance Agencies Rancho Cucamunga, CA Aug 2006 - Current 14
United Airlines Los Angeles, CA Mar 1989 - Current 31
Fsc Securities Corporation Upland, CA May 2013 - Aug 2014 1
Lpl Financial Upland, CA Apr 2010 - May 2013 3
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
By the Numbers
  • Total Assets Under Management
    2,693
    MILLIONS
  • Total Number of Accounts
    16,070
    ACCOUNTS
  • Average Account Value
    $167,562
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from David Espinosa 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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.