David J. Merlo
Glenn Burdette Wealth Management, Llc
Financial Planner in San Luis Obispo, CA
Address:1150 Palm St
San Luis Obispo, CA 93401
About David J. Merlo
David Merlo is a financial professional at Glenn Burdette Wealth Management, Llc located in San Luis Obispo, California. David Merlo holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Merlo provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David Merlo1150 Palm St
San Luis Obispo, CA 93401
Phone Number:
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Website:
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