David HuynhCRD Number: 5524258
Current Firm: Secura Financial
David Huynh (CRD# 5524258) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 14 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Barth Financial Advisors, LLC||Orange, CA||Apr 2014 - Current||9|
|Jeffrey M. Verdon Law Group, LLP||Newport Beach, CA||Apr 2014 - Current||9|
|J.w. Cole Financial, Inc.||Carlsbad, CA||Jun 2012 - Apr 2014||1|
|Barth Financial Advisors, LLC||Orange, CA||Aug 2009 - Apr 2014||4|
|Barthcalderon, LLP||Orange, CA||Aug 2009 - Apr 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management207MILLIONS
Total Number of Accounts1,007ACCOUNTS
Average Account Value$205,525
- 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)
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