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David Bruce Elliott

CONVERGENT WEALTH ADVISORS, LLC·CALIFORNIA, California
CONVERGENT WEALTH ADVISORS, LLC
555 S. FLOWER ST., CALIFORNIA, CA 90071CRD# 4579531Firm CRD# 143719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Bruce Elliott · CALIFORNIA, CA
Registration
CRD #4579531 · CONVERGENT WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

David Bruce Elliott is a registered financial advisor based in CALIFORNIA, California, affiliated with CONVERGENT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CONVERGENT WEALTH ADVISORS, LLC
CONVERGENT WEALTH ADVISORS, LLC
AUM
$20M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CONVERGENT WEALTH ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Other: LIQUIDATING FUNDS, NO FEES ARE BEING COLLECTED
Regulatory
SEC/IARD CRD# 4579531
Firm CRD# 143719
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Bruce Elliott offer?
David Bruce Elliott specializes in Retirement Planning. Contact their office in CALIFORNIA, California for a consultation.
What are David Bruce Elliott's credentials?
David Bruce Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bruce Elliott located?
David Bruce Elliott is based in CALIFORNIA, California, working with CONVERGENT WEALTH ADVISORS, LLC. Their office serves clients in the CALIFORNIA metropolitan area and surrounding communities.
How does David Bruce Elliott charge for services?
David Bruce Elliott's firm is compensated through other: liquidating funds, no fees are being collected. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVERGENT WEALTH ADVISORS, LLC?
CONVERGENT WEALTH ADVISORS, LLC is a registered investment adviser with the SEC, managing $20M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at CONVERGENT WEALTH ADVISORS, LLC

David Robert Zier
POTOMAC, MD
William Jay Freeman
CALIFORNIA, CA
Darren David Walker
CALIFORNIA, CA
Douglas Lawrence Wolford
POTOMAC, MD
Gregory Paul Francoeur
CALIFORNIA, CA
Julianne Marie Fries
CALIFORNIA, CA

More Advisors in CALIFORNIA, California

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Research
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