Alan David is a registered investment advisor at David, Alan R., based in San Jose, CA, with 18 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning.
Compensation
Firm Size
IM Fee
Location
1101 S Winchester Blvd, Suite A-107, San Jose, CA, 95128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan owns a proprietorship, Alan R. David, CPA, which provides income tax preparation and consulting services since 1981. This activity takes about a quarter of Alan's time.
Employment History
Current Registrations
David, Alan R.
Previous Registrations
NFP Securities, INC.
Securian Financial Services, INC.
State Registrations1 state
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