David
Eurton

Westpark Capital, Inc

CRD#3203522
Investment Advisor
in Newport Beach, CA

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About this Advisor

David Eurton is a financial advisor working out of Newport Beach, California with a total of 3 years of relevant experience. Eurton is currently employed by Westpark Capital, Inc. During their career, the advisor has held roles at Ensi, California National Bank, Western International Securities, First Allied Securities, Inc and Concorde Investment Services, LLC. Eurton has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Westpark Capital, Inc is an advisory firm operating out of Los Angeles, CA. The company has offices in three locations and a total of 13 employees. It manages $35 million in assets under management across its 241 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 241 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Westpark Capital, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1600 Dove Street Suite 250
Newport Beach, CA 92660

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Westpark Capital, Inc Brokerage Details

Total Assets Under Management

$35,149,433

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

241

CA Average: 3,727
Average Account Size

$145,848

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

David Eurton Work History

David has been registered as a financial advisor for 3 years.*

2017 - 2018 (1 year)

Concorde Investment Services, LLC

2014 - 2017 (3 years)

First Allied Securities, Inc

2009 - 2014 (5 years)

Western International Securities

2006 - 2014 (8 years)

Ensi

2006 - 2014 (8 years)

California National Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Eurton 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 Westpark Capital, Inc

Susan Sajjadi
Newport Beach, CA
Syed Farooq
Newport Beach, CA
Jessica Barbey
Detroit Lakes, MN
Adam Brown
Boca Raton, FL
Vikas Goel
Newport Beach, CA
Thomas Jandt
Newport Beach, CA
Edwin Suzuki
Newport Beach, CA
David Eurton
Newport Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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