David J. Fernandez
Professional summary
David John Fernandez, CFP®, who also goes by Fernandez, is a registered financial advisor currently at WEALTH ENGINEERING, LLC located in Scottsdale, Arizona.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David John Fernandez's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
November 18, 2003 - Present
WEALTH ENGINEERING, LLC
Office #1: 7373 E. Doubletree Ranch Rd. Suite 200, Scottsdale, AZ 85258November 8, 1999 - September 24, 2003
VANGUARD ADVISERS, INC.
May 14, 1996 - September 24, 2003
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
WEALTH ENGINEERING, LLC
CRD#: 128549 / SEC#: 801-118948
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/18/2003)
(11/12/2013)
Exams
Current Firm
WEALTH ENGINEERING, LLC
CRD#: 128549 / SEC#: 801-118948
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 218 |
| AUM (Assets Under Management) | $ 149,494,689 |
Red Flags
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