David G. Elhoff
Professional summary
David Gene Elhoff is a registered financial professional currently at TCFG WEALTH MANAGEMENT, LLC located in Laguna Niguel, California.
David is registered as a RR (Registered Representative) and started their career in finance in 1978. David has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Gene Elhoff's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2026 - Present
TCFG WEALTH MANAGEMENT, LLC
Office #1: 28202 Cabot Road, Suite 305, Laguna Niguel, CA 92677April 13, 2010 - July 30, 2014
FINANCIAL DESIGNS LTD.
October 21, 2005 - February 15, 2023
INDEPENDENT FINANCIAL GROUP, LLC
March 24, 2004 - October 21, 2005
INDEPENDENT FINANCIAL GROUP, LLC
March 24, 2004 - January 16, 2026
INDEPENDENT FINANCIAL GROUP, LLC
April 5, 1999 - April 6, 2004
SENTRA SECURITIES CORPORATION
February 22, 1999 - April 6, 2004
SENTRA SECURITIES CORPORATION
November 7, 1989 - March 4, 1999
TITAN/VALUE EQUITIES GROUP, INC.
April 2, 1984 - November 7, 1989
VALUE EQUITIES CORPORATION
January 12, 1982 - April 2, 1984
LPL FINANCIAL LLC
August 24, 1978 - January 19, 1982
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 8/19/1978
Registered Representative ExaminationFINRA
Current Firm
TCFG WEALTH MANAGEMENT, LLC
CRD#: 164153 / SEC#: , 8-69089
Contact information
FINRA licenses (48 States and Territories)
Disclosures
| Civil Event | 1 |
Red Flags
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