DW
DW

David Jeng-Huei Wu

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

600 W Broadway #700, San Diego, CA, 92101

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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 is a licensed insurance agent since 2010, selling disability, life insurance, long-term care, and annuity products. This takes about half of his time.

Employment History
Current Registrations
Dynamic
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
20/20 Capital Management, INC
June 2016 - February 2022 · 5 yrs 8 mos
Ameritas Investment CORP
April 2011 - October 2017 · 6 yrs 6 mos
Ameritas Investment Company, LLCBroker
February 2011 - January 2022 · 10 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
David Jeng-huei Wu - Financial Advisor | TrueAdvisor