David
Tsow
Spotlight Asset Group
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About this Advisor
David Tsow is a financial advisor based in San Diego, California, working with Spotlight Asset Group. David has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, and Spotlight Asset Group, Inc. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, David is part of Spotlight Asset Group, which operates out of San Diego, California. The firm has 1 office and 4 employees. The firm manages assets totaling $205.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Spotlight Asset Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spotlight Asset Group Brokerage Details
$205,143,765
4
398
$515,437
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Tsow Work History
Spotlight Asset Group, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of David Tsow 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 Spotlight Asset Group
Villa Park, IL
San Diego, CA
Roswell, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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