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DA

David J. Allred

IGNITE PLANNERS LLC
South Jordan, UT 84095
Some features on this profile are disabled
CRD#: 2496873
DA

Professional summary

David John Allred, who also goes by David J Allred, is a registered financial advisor currently at IGNITE PLANNERS LLC located in South Jordan, Utah.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David J Allred

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 John Allred'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®
None

Experience

Current

September 26, 2022 - Present

IGNITE PLANNERS LLC

Office #1: 10813 S Riverfront Parkway Ste 100, South Jordan, UT 84095
RIA
CRD#: 289797
South Jordan, UT
Past

May 24, 2017 - November 11, 2022

FORESIGHT WEALTH MANAGEMENT, LLC

RIA
CRD#: 153881
DRAPER, UT
Past

May 16, 2017 - December 4, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
South Jordan, UT
Past

April 18, 2011 - May 23, 2017

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
SALT LAKE CITY, UT
Past

April 18, 2011 - May 23, 2017

GIRARD SECURITIES, INC.

BD
CRD#: 18697
SALT LAKE CITY, UT
Past

December 8, 2008 - April 25, 2011

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SALT LAKE CITY, UT
Past

February 4, 2008 - April 25, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SALT LAKE CITY, UT
Past

December 1, 2006 - February 5, 2008

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
SOUTH JORDAN, UT
Past

April 7, 2004 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
SOUTH JORDAN, UT
Past

February 7, 2003 - April 16, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

April 12, 2002 - February 19, 2003

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

October 1, 1997 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

June 22, 1994 - December 31, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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".
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC

CRD#: 289797 / SEC#: 801-112029

RIA
Registered Investment Advisory firm - (11/13/2017 Approved)

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
California
(9/27/2022)
IAR
Utah
(9/26/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/20/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/20/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/12/2012
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/2/1998
Investment Company Products/Variable Contracts Principal Examination

Current Firm

IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC

CRD#: 289797 / SEC#: 801-112029

RIA
Registered Investment Advisory firm - (11/13/2017 Approved)
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Contact information

Main Address
109 E. Escalones, San Clemente, CA 92672
Mailing Address
Phone number
(619) 504-1907
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/28/2025)

Regulatory assets under management

Total Number of Accounts3,892
AUM (Assets Under Management)$ 941,775,371

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.

Company Information

IGNITE PLANNERS LLC

CRD#: 289797South Jordan, UT 84095

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