DP
CFP
DP
CFP

David Joseph Pearl

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,238 clients
Average Client Portfolio
$791K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5K
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Location

5199 E Pac Coast, Hwy #600, Long Beach, CA, 90804

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History

Regulatory History
Clean regulatory record

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.

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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
March 2020 - Present · 5 yrs 11 mos
Cooper Mcmanus
February 2012 - Present · 14 yrs
Previous Registrations
Securities America, INC.Broker
February 2012 - March 2020 · 8 yrs 1 mo
Financial Network Investment Corporation
August 2008 - February 2012 · 3 yrs 6 mos
Financial Network Investment CorporationBroker
August 2008 - February 2012 · 3 yrs 6 mos
Pension Planners Securities, INC.
June 2002 - August 2008 · 6 yrs 2 mos
Pension Planners Securities, INC.Broker
December 2001 - August 2008 · 6 yrs 8 mos
Woodbury Financial Services, INC.Broker
August 1992 - January 2002 · 9 yrs 5 mos
State Registrations13 states
ARAZCAFLIDINLAMTNVNYTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.