TrueAdvisor
TrueAdvisor
DE
CFP
DE
CFP

David Anthony Espineira

Burton Enright Welch
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & Coaching
Burton Enright Welch
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
642 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.2B

Fee Structure

Location

1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA, 94596

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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
Burton Enright Welch
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2015 - November 2015 · 10 mos
TD Ameritrade, INC.
January 2011 - January 2015 · 4 yrs
Amerivest Investment Management, LLC
January 2011 - January 2015 · 4 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.