DH
CFP · ChFC
DH
CFP · ChFC
David Hedger is a CFP, ChFC-designated registered investment advisor, based in Roseville, CA, with 36 years of industry experience.
Location
2404 Professional Drive, Roseville, CA, 95661
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Regulatory History (2)
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Employment Separation After Allegations
February 2008Customer Dispute
May 2007Denied
Other Business ActivitiesSells Insurance
David is a registered representative with AEFS, providing brokerage and securities services, and a partner/owner/landlord with Granite Bay Asset Management Group, managing real estate. He also works as a health insurance agent for Blue Shield and an insurance agent for Lifetime Planning Marketing, Inc., selling insurance and annuities, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ae Financial Services, LLCBroker
August 2020 - Present · 5 yrs 8 mos
Liberty Wealth Management, LLC
May 2018 - Present · 7 yrs 11 mos
Previous Registrations
Liberty Wealth Management, LLC
May 2008 - October 2018 · 10 yrs 5 mos
Liberty Group, LLCBroker
March 2008 - September 2020 · 12 yrs 6 mos
Liberty Group, LLC
March 2008 - May 2008 · 2 mos
1st Global Capital CORP.Broker
July 2007 - February 2008 · 7 mos
1st Global Advisors INC
July 2007 - February 2008 · 7 mos
AXA Advisors, LLCBroker
June 2005 - July 2007 · 2 yrs 1 mo
AXA Advisors, LLC
June 2005 - July 2007 · 2 yrs 1 mo
Mony Securities Corporation
June 2004 - June 2005 · 1 yr
Trusted Securities Advisors CORP.Broker
February 2001 - December 2003 · 2 yrs 10 mos
Mony Securities CorporationBroker
January 1990 - June 2005 · 15 yrs 5 mos
The Mutual Life Insurance Company of New YorkBroker
January 1990 - October 1990 · 9 mos
State Registrations11 states
AZCAGAIAIDMANHTXUTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.