David Rairden
Professional summary
David Rairden, CFP® is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Rairden's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 24, 2017 - Present
DESTINATION WEALTH MANAGEMENT
Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597July 15, 2013 - July 22, 2016
USAA FINANCIAL PLANNING SERVICES
July 10, 2013 - July 22, 2016
USAA FINANCIAL ADVISORS, INC.
August 13, 1998 - July 5, 2013
CHARLES SCHWAB & CO., INC.
June 5, 1998 - July 5, 2013
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/24/2017)
(2/17/2025)
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
Red Flags
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Company Information
DESTINATION WEALTH MANAGEMENT
CRD#: 110365Walnut Creek, CA 94597TRUST BUT VERIFY
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