David Godinez (CRD# 2086793) is an Investment Advisor Representative working at Oak Tree Securities, Inc. in Livermore, CA and has over 12 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 1351279
Lpl Financial LLC
CRD# 1863503
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Tree Securities Inc. | Walnut Creek, CA | Oct 2007 - Current | 16 |
| Qcs Financial Services | Livermore, CA | Aug 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$737,840
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, HI
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