David De Koekkoek, Cfp, Ea

David De Koekkoek, Cfp, Ea (CRD# 113080) is a financial advisory firm headquartered in Ontario, CA. They manage $48,362,000 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2551 S Euclid Ave, Ontario, CA 91762
http://www.taxandretirementservices.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $333,531
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Dekoekkoek, financial advisor Ontario CA
David G. Dekoekkoek
CRD#: 1898457
2551 S. Euclid Ave., Ontario, CA 91762

David Dekoekkoek (CRD# 1898457) is an Investment Advisor Representative working at David De Koekkoek, Cfp, Ea in Ontario, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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