Unclaimed Profile

David K Arterburn

ARTERBURN AND WATTERS, LLP·PLEASANTON, California

Clean recordARTERBURN AND WATTERS, LLP

17 LOWER GOLF ROAD, PLEASANTON, CA 94566CRD# 2997296Firm CRD# 111406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David K Arterburn · PLEASANTON, CA

Registration

CRD #2997296 · ARTERBURN AND WATTERS, LLP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David K Arterburn is a registered financial advisor based in PLEASANTON, California, affiliated with ARTERBURN AND WATTERS, LLP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ARTERBURN AND WATTERS, LLP

AUM

$2M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ARTERBURN AND WATTERS, LLP →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Hourly charges

Regulatory

SEC/IARD CRD# 2997296

Firm CRD# 111406

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David K Arterburn offer?

David K Arterburn specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.

What are David K Arterburn's credentials?

David K Arterburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David K Arterburn located?

David K Arterburn is based in PLEASANTON, California, working with ARTERBURN AND WATTERS, LLP. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does David K Arterburn charge for services?

David K Arterburn's firm is compensated through hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARTERBURN AND WATTERS, LLP?

ARTERBURN AND WATTERS, LLP has approximately 2 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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