David Loten Baskins

Avisen Advisors, LLC

45 Years of Experience

Broker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth

Avisen Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

190 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$356.1M

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

3620 American River Drive, Suite 145, Sacramento, CA, 95864

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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.

Other Business Activities

David works for Avisen Advisors LLC as a registered investment advisor, dedicating about half his time during business hours. His compensation is fee-based.

Employment History

Current Registrations

Avisen Advisors, LLC

April 2006 - Present · 19 yrs 10 mos

Avisen Wealth Management, INC.Broker

March 2005 - Present · 20 yrs 11 mos

Previous Registrations

Morgan Stanley

November 1998 - March 2005 · 6 yrs 4 mos

Morgan Stanley Dw INC.Broker

April 1988 - March 2005 · 16 yrs 11 mos

Kidder, Peabody & CO. IncorporatedBroker

April 1981 - April 1988 · 7 yrs

Birr, Wilson & CO., INC.Broker

February 1980 - May 1981 · 1 yr 3 mos

State Registrations20 states

AZCACOCTFLGAHIIDMAMDMIMONVNYORPASCTXUTWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.