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Dave Magee

Copley Financial Group

<strong>Serving Nationwide</strong>

San Diego, CA 92108

619-294-6008

About Copley Financial Group

We believe no one should have to worry about the financial security during this stage of life. Therefore, we offer complimentary retirement planning consultations, give you advice, and show how we can help find a strategy that is appropriate for you.

General Information

Firm Start Year

1990

No.of Employees

10-19

CRD#

1259742

Firm CRD#

283070

Insurance License#

0m31653

States Licensed in

CA

Years of Experience in Financial Services

25

Number of Years with Current Firm

4

Work Experience

Copley Financial Group Magee Thomson Investment Partners, LLC Duncan-Hurst Capital Management, Inc. Union Bank Hecco Ventures Prudential Securities

I work with the following types of clients

Pension funds, Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Annuities, Retirement Planning

Services

Investment Types

FOREX & Currency, Options & Futures, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Commodities, Mortgages & Real Estate, Insurance, Annuities, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, At my office, Video Conference, Our Offices

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Variable Life, Variable Annuity, Life

Firm Information

Advisor's Number of Clients

75

Advisor's Number of Managed Clients

75

Advisor's Number of Planning Clients

75

Assets Managed by Advisor

$15 million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Fee % Based on Assets

1

Minimum Fee Charged for Managed Accounts

$0

Minimum Fee Charged for Hourly Planning Accounts

NA

Education

Bachelor of Science - Economics

University of California, Davis
1974 - 1978

Master of Business Administration (MBA) - Finance

UCLA Anderson Graduate School of Management
1980 - 1982

Disclosures

https://www.financialplannersandiego.com/disclosure