DB
CFP
DB
CFP

David Louis Blasi

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

5030 E. 2nd Street, Suite 204, Long Beach, CA, 90803

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David sells life insurance, annuities, and long-term care insurance. He is also a partner at Shaw & Blasi, LLP, a CPA firm, where he provides tax preparation and accounting services, and operates under the DBA Integrity Financial Advisors, LLC.

Employment History
Current Registrations
Clg LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
September 2002 - December 2022 · 20 yrs 3 mos
Cetera Advisor Networks LLCBroker
July 2002 - December 2022 · 20 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
David Louis Blasi - Financial Advisor | TrueAdvisor