David EspinosaCRD 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.
H. Beck, Inc.
Householder Group Estate & Retirement Specialists
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management2,693MILLIONS
Total Number of Accounts16,070ACCOUNTS
Average Account Value$167,562
- 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
- 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
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
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