DE
DE

David Eurton

26 Years of Experience
5 DisclosuresBroker

David Eurton is a registered investment advisor at Westpark Capital, INC., based in Irvine, CA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 234 clients with $48M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
234 clients
Average Client Portfolio
$203K average
Assets Under Management
$47.6M

Fee Structure

Investment management only (planning not offered)

WPC offers investment management through third-party money managers (TPMs). The annual asset-based fee can range from 0.25% to 2.75% of the assets managed. Fees may vary depending on the size of the account. The TPM's fees and billing schedule will be disclosed in their brochure. A percentage of the total fee is shared by the TPM, WPC, and your Investment Advisor Representative.

Loading...

Location

2030 Main Street, Suite 210, Irvine, CA, 92614

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2023
Judgment / Lien
January 2020
Employment Separation After Allegations
January 2018
Judgment / Lien
June 2016
Judgment / Lien
June 2016
Employment History
Current Registrations
Westpark Capital, INC.
March 2020 - Present · 6 yrs 1 mo
Westpark Capital, INC.Broker
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
Concorde Investment Services, LLCBroker
November 2017 - February 2018 · 3 mos
First Allied Securities, INC.Broker
July 2014 - November 2017 · 3 yrs 4 mos
Western International Securities, INC.Broker
January 2009 - July 2014 · 5 yrs 6 mos
Essex National Securities, INC.Broker
April 2006 - January 2009 · 2 yrs 9 mos
Dfc Investor ServicesBroker
July 2001 - April 2006 · 4 yrs 9 mos
Fiserv Investor Services, INC.Broker
July 1999 - July 2001 · 2 yrs
State Registrations2 states
CANV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.