David Magee is a registered investment advisor, based in San Diego, CA, with 13 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5898 Copley Dr., Suite 101, San Diego, CA, 92111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an insurance agent with Heritage Tax and Insurance, providing financial planning and investment advice. He dedicates full-time hours to this activity, with some of those hours occurring during securities trading hours.
Employment History
Current Registrations
Copley Alternative Investments INC.Broker
Copley Financial Group, INC.
Previous Registrations
Magee Thomson Investment Partners, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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