David La Rue (CRD# 5746583) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Atascadero, CA and has over 14 years of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 2680698
Ameriprise Financial Services, LLC
CRD# 6095912
San Luis Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Paso Robles, CA | Nov 2016 - Current | 7 |
| Cornerstone Wealth Management, LLC | Paso Robles, CA | Nov 2016 - Current | 7 |
| American Innovative Resources | Templeton, CA | Dec 1989 - Current | 34 |
| Edward Jones | St Louis, MO | Jan 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- CA
- TX
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Total Assets Under Management3,295MILLIONS
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Total Number of Accounts16,986ACCOUNTS
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Average Account Value$193,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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