Best Investors Account Sign in
Inactive

David Alberto Ventura

Mercer Global Advisors Inc.

Walnut Creek, CA

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-04-10
NH RA APPROVED 2023-06-29
CA RA APPROVED 2018-12-04
  • HI RA
    APPROVED
    Since 2024-04-10
  • NH RA
    APPROVED
    Since 2023-06-29
  • CA RA
    APPROVED
    Since 2018-12-04

Branch Locations

100 Pringle Avenue Suite 310, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Global Advisors Inc. San Francisco CA 10/2018 12/2018
Wealth Management Lab Irvine CA 05/2018 08/2018
Select Staffing/Visions Of Video Woodland Hills CA 12/2017 05/2018
Health Advocates Chatsworth CA 06/2017 08/2017
Duke'S Malibu Malibu CA 04/2016 06/2017
New York Life Insurance Glendale CA 10/2017 12/2017
Unemployed Granada Hills CA 08/2018 10/2018
Mercer Global Advisors Inc. San Francisco CA 12/2018 07/2020
Mercer Global Advisors Inc. San Francisco CA 07/2020 04/2021
Unemployed Granada Hills CA 08/2017 10/2017
Mercer Global Advisors Inc. San Francisco CA 04/2021 06/2022
Mercer Global Advisors Inc. San Francisco CA 06/2022 03/2023
Mercer Global Advisors Inc. San Francisco CA 03/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-04
  • S65 Uniform Investment Adviser Law Examination
    2018-12-04
Designations

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor