TrueAdvisor
TrueAdvisor
DR
DR

David C Reiter

Financial Advisors Network, INC.
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Financial Advisors Network, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
809 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$954.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

1432 Edinger Avenue, Suite 200, Tustin, CA, 92780

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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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Employment History
Current Registrations
Financial Advisors Network, INC.
February 2022 - Present · 4 yrs
Previous Registrations
Citigroup Global Markets INC.Broker
November 2015 - August 2017 · 1 yr 9 mos
Redwood Trading, LLCBroker
March 2004 - December 2004 · 9 mos
Cuso Financial Services, L.P.Broker
May 2002 - January 2004 · 1 yr 8 mos
Cal Fed InvestmentsBroker
January 1997 - June 2002 · 5 yrs 5 mos
Invest Financial CorporationBroker
September 1996 - January 1997 · 4 mos
Baraban Securities, INC.Broker
August 1996 - August 1996 · 0 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.