Dorete Ben-david
Professional Summary
Dorete Ben-david, who also goes by Dori Ben-david, is a registered financial advisor currently at BEN-DAVID FINANCIAL PLANNING located in Shingle Springs, California. Dorete is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Dorete has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dori Ben-David
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
Current
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Current Firm
BEN-DAVID FINANCIAL PLANNING | BEN-DAVID, DORETE
Contact Information
Main Address
Shingle Springs, CAPhone Number
(650) 274-3739# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
97AUM (Assets Under Management)
$51,208,391Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Dorete Ben-david's CRS (Customer Relationship Summary).
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