David B. Hindi
Professional summary
David Bassam Hindi, CFP®, who also goes by David B Hindi, is a registered financial advisor currently at OAKGROWTH WEALTH MANAGEMENT LLC located in Pasadena, 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 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Bassam Hindi's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
December 14, 2020 - Present
OAKGROWTH WEALTH MANAGEMENT LLC
Office #1: 301 N. Lake Ave Suite 600, Pasadena, CA 91101February 20, 2003 - December 14, 2020
AVANTAX ADVISORY SERVICES
May 10, 2002 - December 14, 2020
AVANTAX INVESTMENT SERVICES, INC.
January 28, 1998 - April 9, 2002
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/14/2020)
Exams
Current Firm
OAKGROWTH WEALTH MANAGEMENT LLC
CRD#: 311604 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 16,891,851 |
Red Flags
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