Hanson Mcclain Advisors
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About this Advisor
David Schauer is a certified financial planner and chartered financial analyst whose office is in Sacramento, California. Currently an advisor with Hanson Mcclain Advisors, Schauer has 14 years of work experience. Schauer has Series 63 and Series 66 licenses, which designate the advisor as a securities representative. Schauer is registered to advise customers based out of California and Texas. During their career, Schauer has held roles at Hanson Mcclain, Inc, Hanson Mcclain Securities and Hanson Mcclain Strategic Advisors, Inc. Hanson Mcclain Advisors is based out of Sacramento, California, and has seven offices across the nation. As a firm, Hanson Mcclain Advisors oversees $3 billion in assets across 9,350 client accounts and employs more than 70 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 9,278 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Hanson Mcclain Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Hanson Mcclain Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Schauer Work History
David has 14 years of experience.
Hanson Mcclain Strategic Advisors, Inc
Hanson Mcclain Securities
Hanson Mcclain, Inc
David Schauer has no disclosures.
Please visit their SEC profile for more details.