David Baldwin (CRD# 5066926) is an Investment Advisor Representative working at Commonwealth Financial Network in Vista, CA and has over 14 years of experience in the finance industry. David Baldwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Talents Financial Planning And Wealth Management | Vista, CA | Apr 2024 - Current | < 1 |
| Commonwealth Financial Network | San Diego, CA | Jan 2022 - Current | 2 |
| Ls Investment Management | Oceanside, CA | Jan 2022 - Apr 2024 | 2 |
| Tcfg Wealth Management | Laguna Niguel, CA | Jan 2021 - Jan 2022 | 1 |
| Edward Jones | St Louis, MO | Jul 2016 - Dec 2020 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Edwardsville, IL | Jan 2010 - Jun 2016 | 6 |
| Waddell & Reed Inc. | Overland Park, KS | Nov 2005 - Jun 2016 | 10 |
| Ivy Funds Distributor Inc. | Overland Park, KS | Jan 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- CA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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