David
Chouinard
Candor Financial LLC
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About this Advisor
David Chouinard is a financial advisor based in San Francisco, California, working with Candor Financial LLC. David has previously held positions at Harvard University, Walt Disney Imagineering R&D, Pro Unlimited, Lyft, Candor Inc, and Candor Financial LLC. David has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, David is part of Candor Financial LLC, which operates out of San Francisco, California. The firm has 3 employees and manages assets totaling $6.2 million. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Candor Financial LLC includes asset-based and fixed fees.
Certifications and Registrations
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Candor Financial LLC Brokerage Details
$6,150,975
3
155
$39,684
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
David Chouinard Work History
Candor Financial LLC
Candor Inc
Lyft
N/A
Pro Unlimited
N/A
Walt Disney Imagineering R&D
Harvard University
Disclosures
Please visit the SEC profile of David Chouinard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Candor Financial LLC
San Francisco, CA
San Francisco, CA
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