David C. Reiter
Professional summary
David C Reiter, AIF®, who also goes by David Charles Reiter, is a registered financial advisor currently at FINANCIAL ADVISORS NETWORK, INC. located in Tustin, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David C Reiter's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2022 - Present
FINANCIAL ADVISORS NETWORK, INC.
Office #1: 1432 Edinger Avenue Suite 200, Tustin, CA 92780November 23, 2015 - August 10, 2017
CITIGROUP GLOBAL MARKETS INC.
March 9, 2004 - December 8, 2004
REDWOOD TRADING, LLC
May 28, 2002 - January 6, 2004
CUSO FINANCIAL SERVICES, L.P.
January 31, 1997 - June 6, 2002
CAL FED INVESTMENTS
September 4, 1996 - January 31, 1997
INVEST FINANCIAL CORPORATION
August 1, 1996 - August 23, 1996
INTERFIRST CAPITAL CORPORATION
Primary Firm SEC Registration
FINANCIAL ADVISORS NETWORK, INC.
CRD#: 152083 / SEC#: 801-74613
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/17/2022)
Exams
Current Firm
FINANCIAL ADVISORS NETWORK, INC.
CRD#: 152083 / SEC#: 801-74613
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,984 |
| AUM (Assets Under Management) | $ 954,048,143 |
Red Flags
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