David Dickerson*, PhD
Investment Advisor Representative
QUALIFICATIONS:
- FINRA Series 7, 66, Life, Accident & Health Insurance, including Annuities, Long Term Care and Disability
- CA Insurance License #4180604
EXPERIENCE:
David has had a rewarding career in the global management consulting and financial services industry. He keeps it simple by just listening to his clients, understanding their goals, and then mapping out a customized financial strategy for individuals, families, and those approaching retirement. David believes that research and technology are primary components to crafting a diversified investment portfolio that builds wealth while ensuring that his client’s assets are also protected. David is a Veteran of the U.S. Air Force.
EDUCATION:
MILITARY:
United States Air Force: 512th Military Airlift Wing, Honorably Discharged - Recipient of “Top Gun” Combat Arms Instructor Award
PERSONAL:
David resides in Orange County with his family after having lived and worked around the world over 20 years throughout Europe, Middle East, India, Africa, Asia and Australia. He is active volunteering with various non-profit foundations. He loves ethnic cuisine, going to the beach, swimming and hiking.