DS
ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$237K average
Assets Under Management
$36.0M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Qualified Planning brochure for fee details.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
2635 Camino Del Rio South, Ste. 210, San Diego, CA, 92108
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the Vice President of Dunhill Marketing & Insurance Services, Inc. since 2010. This takes about a quarter of his time.
Employment History
Current Registrations
Qualified Planning
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Qualified Planning
May 2016 - December 2019 · 3 yrs 7 mos
State Registrations2 states
CAPA
Advisor
Exams
No exam information available for this advisor.