AdvisorOS Directory
Claim Profile
Unclaimed Profile
WO

William Daniel Oberman

DAVID R. RAHN & ASSOCIATES INC.·PORT OF REDWOOD CITY, California
Clean recordDAVID R. RAHN & ASSOCIATES INC.
495 SEAPORT COURT STE 106, PORT OF REDWOOD CITY, CA 94063-2785CRD# 2411446Firm CRD# 107501

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Daniel Oberman · PORT OF REDWOOD CITY, CA
Registration
CRD #2411446 · DAVID R. RAHN & ASSOCIATES INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Daniel Oberman is a registered financial advisor based in PORT OF REDWOOD CITY, California, affiliated with DAVID R. RAHN & ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AVALON CAPITAL MANAGEMENT
AVALON CAPITAL MANAGEMENT
AUM
$400M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AVALON CAPITAL MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2411446
Firm CRD# 107501
View on FINRA BrokerCheck →

Looking for a financial advisor in PORT OF REDWOOD CITY?

Browse all registered financial advisors in PORT OF REDWOOD CITY, California or claim this profile if it's yours.

Browse PORT OF REDWOOD CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Daniel Oberman offer?
William Daniel Oberman specializes in Financial Planning, Investment Management. Contact their office in PORT OF REDWOOD CITY, California for a consultation.
What are William Daniel Oberman's credentials?
William Daniel Oberman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Daniel Oberman located?
William Daniel Oberman is based in PORT OF REDWOOD CITY, California, working with DAVID R. RAHN & ASSOCIATES INC.. Their office serves clients in the PORT OF REDWOOD CITY metropolitan area and surrounding communities.
How does William Daniel Oberman charge for services?
William Daniel Oberman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID R. RAHN & ASSOCIATES INC.?
DAVID R. RAHN & ASSOCIATES INC. has approximately 3 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DAVID R. RAHN & ASSOCIATES INC.

Steven Roy Nightingale
PORT OF REDWOOD CITY, CA
Carol Lynn Harris Erario
PORT OF REDWOOD CITY, CA
Clara Basile
PORT OF REDWOOD CITY, CA
David Richard Rahn
PORT OF REDWOOD CITY, CA
Maie Kaarsoo Herrick
PORT OF REDWOOD CITY, CA
Ross Norman Revenaugh
PORT OF REDWOOD CITY, CA

More Advisors in PORT OF REDWOOD CITY, California

Tracy G Herrick
DAVID R. RAHN & ASSOCIATES INC.·PORT OF REDWOOD CITY, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile