David Pearl is a CFP-designated registered investment advisor, based in Long Beach, CA, with 33 years of industry experience.
Location
5199 E Pac Coast, Hwy #600, Long Beach, CA, 90804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a board member of LETIP of Huntington Beach, treasurer and past president. He is also a non-profit director for Scrabble tournaments and an independent insurance agent for various independent insurance companies through Pearl Financial, Inc, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Previous Registrations
Securities America, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations13 states
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