David Beltran (CRD# 4766464) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Mateo, CA and has over 19 years of experience in the finance industry.
CRD# 2183126
Lpl Financial LLC
CRD# 4301372
State Farm Investment Management Corp.
CRD# 4332415
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2011 - Current | 12 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2011 - Current | 12 |
| Self-employed | Foster City, CA | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- CA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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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