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David John Loskill

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
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Location

Prescott Valley, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is the owner of Loskill Financial Group L.L.C., providing financial services and consulting, dedicating nearly full-time hours to this. He also owns an insurance agency under the same name, selling annuities, life, and long-term care insurance, also dedicating nearly full-time hours to this.

Employment History
Current Registrations
Advisory Alpha, LLC
February 2025 - Present · 1 yr
Previous Registrations
Tucker Asset Management LLC
May 2021 - April 2025 · 3 yrs 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.