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David Anthony Espineira

Investment Adviser Representative at BURTON ENRIGHT WELCH

Walnut Creek, CACRD #5848324Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Anthony Espineira has worked in the securities industry since 2015. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/13/2011
SIE
Securities Industry Essentials Examination
Passed 11/25/2015
Series 7
General Securities Representative Examination
Passed 12/9/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Standard (high rate)1.50%
High-net-worth (low rate)0.30%
Source

Burton Enright Welch Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BURTON ENRIGHT WELCHCurrent
9/11/2020Walnut Creek, CA
WELLS FARGO ADVISORS, LLC
1/5/201511/25/2015Walnut Creek, CA
AMERIVEST INVESTMENT MANAGEMENT, LLC
1/20/20111/15/2015Walnut Creek, CA
TD AMERITRADE, INC.
1/20/20111/15/2015Walnut Creek, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Anthony Espineira has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Anthony Espineira - Financial Advisor in Walnut Creek, CA | AdvisorFinder