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David Patrick Harrington

DDFG, INC·THOUSAND OAKS, California
SIE, Series 7, Series 66, Series 99TOCFPChFCClean record14 years registeredDDFG, INC
515 MARIN STREET, THOUSAND OAKS, CA 91360CRD# 5990750Firm CRD# 317862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Patrick Harrington · THOUSAND OAKS, CA
Registration
CRD #5990750 · DDFG, INC · 14 years registered
Brand Profile
Not yet started
01

Career History

HILLCREST FINANCIAL GROUP
Feb 2022 – present
THRIVENT ADVISOR NETWORK, LLC
May 2020 – Mar 2022
Thousand Oaks, CA
THRIVENT INVESTMENT MANAGEMENT INC.
Feb 2012 – Jun 2020
Thousand Oaks, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Series 99TO
Registration record
First registered · February 22, 2012
Years registered · 14
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DDFG, INC
CRD 317862 · SEC 801-122983
AUM
$392M
Regulatory assets under management
Employees
6
935 client accounts
Services offered by DDFG, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DDFG, INC →
Introduction

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05

Frequently Asked Questions

What services does David Patrick Harrington offer?
David Patrick Harrington specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are David Patrick Harrington's credentials?
David Patrick Harrington holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Patrick Harrington located?
David Patrick Harrington is based in THOUSAND OAKS, California, working with DDFG, INC. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does David Patrick Harrington charge for services?
David Patrick Harrington'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 DDFG, INC?
DDFG, INC has approximately 6 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DDFG, INC

Dean Azad Solomon
THOUSAND OAKS, CA
CFP

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