Bridgeview Capital Advisors, Inc.
Bridgeview Capital Advisors, Inc. (CRD# 6290) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $42,400,000 in 156 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts156ACCOUNTS
Average Account Value$271,795
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
David Waldrop (CRD# 4214855) is an Investment Advisor Representative working at Bridgeview Capital Advisors, Inc. in El Dorado Hills, CA and has over 17 years of experience in the finance industry. David Waldrop 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.