David Escobar is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
101 Pacifica Suite 155, [Satellite], Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a member of the Treasury Oversight Review Committee for the City of Burbank, acting as a sounding board for the City Treasurer. He also owns 100% of ESCO THREE INC and 35% of BERTAIN ESCOBAR WEALTH MANAGEMENT LLC, dedicating minimal time to ESCO THREE INC and nearly full-time hours to BERTAIN ESCOBAR WEALTH MANAGEMENT LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations30 states
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