WiserAdvisor
Featured Business Business Profile Advertise
Orange Financial Advisors
Benchmark Wealth Management
950 E Katella Ave, Suite 2
Orange, CA 92867
Advisor Profile
Name:  David Schaper
Research This Advisor
Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:
Disclaimer
Securities and Advisory services offered through LPL Financial, Member FINRA/SIPC

Business Description

Benchmark was established in 2004 by a group of independent Financial Advisors with their clients' interests in mind.

We offer comprehensive, unbiased financial advice with an emphasis on delivering dependable, consistent and superior performance and service.

We specialize in assisting individuals and small business owners plan for and during their retirment years.
 

General Information

Gender:    Male
CRD#:    4162793
Insurance License#:    0D22786
Name of Broker/Dealer:    LPL Financial
States Licensed in:    AR, AZ, CA, CO, FL, IL, MA, MI, MN, NV, NY, TX
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    6
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
 

Education

Academic Background
 
David holds his Series 7, 63, 65 and 24 registrations with LPL Financial as well as his State of California Life Insurance License. David studied Small Business Management and Administration of Justice at Cypress and Fullerton Colleges. In 1998 he graduated in the top of his class from the Fullerton College Police Academy.
 

Services

Investment Types:    Insurance, Mutual Funds, Annuities, Alternative Investments, Bonds, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®), Accredited Wealth Management Advisor(AWMA)
Securities Licenses:    Series 7, Series 63, Series 24, Series 65
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Annuity, Life, Health
Non-Financial Organization Memberships:    David is a Reserve Deputy for the Los Angeles County Sheriff's Department, serves on the Board of Directors for Anaheim Memorial Medical Center, is an Advisory Board member for Senior Advisor magazine, an LPL Financial Freedom Club member and a Putnam Golden Scale Council member.
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
Firm's Number of Clients:    500
Firm's Number of Managed Clients:    100
Assets Managed by Firm:    $100,000,000
Advisor's Number of Clients:    105
Advisor's Number of Managed Clients:    40
Assets Managed by Advisor:    $40,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
 
 
 
Prepared By: David Schaper