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David Eurton
27 Years of Experience
Irvine, CA
5 DisclosuresBroker
David Eurton is a registered investment advisor at Westpark Capital, INC., based in Irvine, CA, with 27 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 265 clients with $53M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
265 clients
Average Client Portfolio
$200K average
Assets Under Management
$53.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Annual asset-based fees range from 0.25% to 2.75% depending on account size and the selected third-party manager program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2030 Main Street, Suite 210, Irvine, CA, 92614
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2023Judgment / Lien
January 2020Employment Separation After Allegations
January 2018Judgment / Lien
June 2016Judgment / Lien
June 2016Employment History
Current Registrations
Westpark Capital, INC.
March 2020 - Present · 6 yrs 7 mos
Westpark Capital, INC.Broker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Concorde Investment Services, LLCBroker
November 2017 - February 2018 · 3 mos
First Allied Securities, INC.Broker
July 2014 - November 2017 · 3 yrs 4 mos
Western International Securities, INC.Broker
January 2009 - July 2014 · 5 yrs 6 mos
Essex National Securities, INC.Broker
April 2006 - January 2009 · 2 yrs 9 mos
Dfc Investor ServicesBroker
July 2001 - April 2006 · 4 yrs 9 mos
Fiserv Investor Services, INC.Broker
July 1999 - July 2001 · 2 yrs
State Registrations2 states
CANV
AdvisorBrokerBoth
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
No exam information available for this advisor.
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