David Hankin
David Hankin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
655 W Broadway 12th Fl, San Diego, CA, 92101
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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 operates GLH&C Financial Services, a DBA for his fixed insurance, life, and securities business. He also owns and manages a residential rental property, dedicating minimal time to it, and serves as a committee member for Willow Creek HOA, spending minimal time reviewing property improvement applications.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Wm Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations18 states
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