David Burson is a registered investment advisor, based in Concord, CA, with 11 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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David works full-time as an Investment Operations Specialist for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in July 2018.
Employment History
Current Registrations
Assetmark Brokerage, LLC
August 2018 - Present · 8 yrs 1 mo
Assetmark Brokerage, LLCBroker
August 2018 - Present · 8 yrs 1 mo
Assetmark, INC.
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Voya Financial Advisors, INC.
January 2017 - August 2018 · 1 yr 7 mos
Voya Financial Advisors, INC.Broker
November 2016 - August 2018 · 1 yr 9 mos
Lwi Financial INC.
October 2014 - April 2016 · 1 yr 6 mos
Loring Ward Securities INC.Broker
September 2014 - April 2016 · 1 yr 7 mos
First Investors CorporationBroker
November 2006 - January 2007 · 2 mos
State Registrations1 state
MI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.