Bridgeview Capital Advisors, Inc.

Bridgeview Capital Advisors, Inc. (CRD# 6290) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $34,673,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $173,365
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bridgeview Capital Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David N. Waldrop
CRD#: 4214855
5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
96
Wealthminder
score

David Waldrop (CRD# 4214855) is an Investment Advisor Representative working at Bridgeview Capital Advisors, Inc. in El Dorado Hills, CA and has over 16 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.

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