David A. Hamra

GORDIAN ADVISORS

TUCSON, AZ 85718-6516

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CRD#: 1699113

Professional summary

David Alan Hamra, CFP®, who also goes by David A Hamra, is a registered financial advisor currently at GORDIAN ADVISORS, LLC located in Tucson, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 3 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 28 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David A Hamra

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Hamra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

July 16, 2010 - Present

GORDIAN ADVISORS, LLC

Office #1: 2200 E. River Rd. Ste. 109, Tucson, AZ 85718-6516

RIA

CRD#: 121362

TUCSON, AZ

Past

September 10, 1999 - September 30, 2002

GREENBERG FINANCIAL GROUP

CRD#: 38747

TUCSON, AZ

Past

March 29, 1994 - September 3, 1996

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GORDIAN ADVISORS, LLC

GORDIAN ADVISORS | GORDIAN ADVISORS, LLC

CRD#: 121362 / SEC#: 801-115049

RIA

Registered Investment Advisory firm - (4/18/2019 Approved)

Arizona

Registered Investment Advisory firm - (4/22/2019 Terminated)

California

Registered Investment Advisory firm - (5/22/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/22/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/16/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/21/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/14/1999

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/17/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/7/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 9/6/2000

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/14/1999

General Securities Principal Examination

Current Firm

GORDIAN ADVISORS, LLC

GORDIAN ADVISORS | GORDIAN ADVISORS, LLC

CRD#: 121362 / SEC#: 801-115049

RIA

Registered Investment Advisory firm - (4/18/2019 Approved)

Arizona

Registered Investment Advisory firm - (4/22/2019 Terminated)

California

Registered Investment Advisory firm - (5/22/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/22/2019 Terminated)

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Contact information

Main Address

2200 E. River Rd. Ste. 109, Tucson, AZ 85718-6516

Mailing Address

Phone number

(520) 615-2779

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GORDIAN ADVISORS (3/10/2025)

Regulatory assets under management

Total Number of Accounts	332
AUM (Assets Under Management)	$ 228,238,536

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Hamra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Hamra's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENBERG FINANCIAL GROUP

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

GORDIAN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2002

Series 66

Date: 10/14/1999

Series 63

Date: 6/17/1994

Series 7

Date: 9/7/1999

Series 28

Date: 9/6/2000

Series 24

Date: 10/14/1999

Current Firm

GORDIAN ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GORDIAN ADVISORS, LLC

TRUST BUT VERIFY

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