David, Alan R.

David, Alan R. (CRD# 155700) is a financial advisory firm headquartered in San Jose, CA. They manage $1,104,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $552,000
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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 David, Alan R.
Showing 1 - 1 of 1 top financial advisors.
1
Alan R. David
CRD#: 4016103
1101 S Winchester Blvd, Suite A-107, San Jose, CA 95128
81
Wealthminder
score

Alan David (CRD# 4016103) is an Investment Advisor Representative working at David, Alan R. in San Jose, CA and has over 15 years of experience in the finance industry.

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