David De Koekkoek, Cfp, Ea

David De Koekkoek, Cfp, Ea (CRD# 113080) is a financial advisory firm headquartered in Ontario, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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 De Koekkoek, Cfp, Ea
Showing 1 - 1 of 1 top financial advisors.
1
David G. Dekoekkoek
CRD#: 1898457
2551 S. Euclid Ave., Ontario, CA 91762
96
Wealthminder
score

David Dekoekkoek (CRD# 1898457) is an Investment Advisor Representative working at David De Koekkoek, Cfp, Ea in Ontario, CA and has over 16 years of experience in the finance industry. David Dekoekkoek 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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