Unclaimed Profile

David Benton Wescoe

EFFICIENT MARKET ADVISORS, LLC·SAN DIEGO, California

Clean recordEFFICIENT MARKET ADVISORS, LLC

12555 HIGH BLUFF DRIVE, SAN DIEGO, CA 92130CRD# 4187244Firm CRD# 132188

Profile Verification

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

Identity

David Benton Wescoe · SAN DIEGO, CA

Registration

CRD #4187244 · EFFICIENT MARKET ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Benton Wescoe is a registered financial advisor based in SAN DIEGO, California, affiliated with EFFICIENT MARKET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EFFICIENT MARKET ADVISORS, LLC

AUM

$808M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EFFICIENT MARKET ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4187244

Firm CRD# 132188

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Frequently Asked Questions

What services does David Benton Wescoe offer?

David Benton Wescoe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are David Benton Wescoe's credentials?

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

Where is David Benton Wescoe located?

David Benton Wescoe is based in SAN DIEGO, California, working with EFFICIENT MARKET ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does David Benton Wescoe charge for services?

David Benton Wescoe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EFFICIENT MARKET ADVISORS, LLC?

EFFICIENT MARKET ADVISORS, LLC has approximately 2 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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