Dorete Ben-david

BEN-DAVID FINANCIAL PLANNING

Shingle Springs, CA

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CRD#: 4677966

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 .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dori Ben-David

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dorete Ben-david's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 8, 2017 - Present

BEN-DAVID FINANCIAL PLANNING

RIA

CRD#: 127450

Shingle Springs, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/8/2017)

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Exams

Current Firm

BEN-DAVID FINANCIAL PLANNING

BEN-DAVID FINANCIAL PLANNING | BEN-DAVID, DORETE

CRD#: 127450 / SEC#:

California

Registered Investment Advisory firm - (8/11/2003 Approved)

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Contact information

Main Address

Shingle Springs, CA

Mailing Address

Phone number

(650) 274-3739

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 49,813,336

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Dorete Ben-david

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dorete Ben-david's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEN-DAVID FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Current Firm

BEN-DAVID FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEN-DAVID FINANCIAL PLANNING

TRUST BUT VERIFY

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