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David Reasoner Wealth Advisor profile image

David Reasoner Wealth Advisor

President at Centurion Wealth Advisors
Intro Book
Seasoned wealth advisor with 35+ years of experience in investments and asset management.
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Location
Los Angeles, California, United State...
Skills
  • Investments
  • Strategic Planning
  • Asset Management
  • Retirement Planning
  • Financial Planning
  • Show all
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Bio

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David Reasoner is a seasoned wealth advisor with 35 years of experience in investments, strategic planning, and asset management. He has held leadership positions at Centurion Wealth Advisors, The Reasoner Group, and Morgan Stanley/Dean Witter. David holds a Bachelor's Degree in Business Administration/Finance from California Polytechnic State University-San Luis Obispo.

Experience

  • Centurion Wealth Advisors
    • 500 No. State College Blvd. Ste. 1100 Orange, C...
    • President
      • Jan 2010 - Present
      • 500 No. State College Blvd. Ste. 1100 Orange, C...
  • The Reasoner Group
    • 400 Oceangate Plaza Ste. 400 Long Beach, Ca. 90802
    • President
      • 2004 - 2010
      • 400 Oceangate Plaza Ste. 400 Long Beach, Ca. 90802

      Merged with Sunlight Financial to form Centurion Wealth Advisors

  • UBS Wealth Management
    • San Mateo
    • Vice President
      • Aug 2000 - Oct 2003
      • San Mateo

      institutional TransactionsWealth AdvisingAsset Management

  • NN Mall Inc.
    • Burlingame, Ca.
    • Chairman of the Board
      • 2000 - 2003
      • Burlingame, Ca.

      E-commerce start up

  • Morgan Stanley/Dean Witter
    • San Mateo
    • Vice President
      • 1985 - 2000
      • San Mateo

      Institutional transaction businessWealth AdvisingAsset Management

  • Smith Barney
    • Menlo Park
    • Stock Broker
      • 1985 - 1986
      • Menlo Park

      Institutional transactionsInvestment Management

  • Paine Webber
    • San Mateo
    • Stock Broker
      • 1981 - 1985
      • San Mateo

      Investment ManagementPartnershipsCommodity Trading Restricted Stock

  • Univar/Van Waters & Rogers
    • Las Vegas/Los Angeles
    • Operations Supervisor
      • 1978 - 1981
      • Las Vegas/Los Angeles

      Ran the Las Vegas chemical warehouse and officeStarted and supervised bagging operationWarehouse Supervisor

Education

  • 1973 - 1978
    California Polytechnic State University-San Luis Obispo

Suggested Services

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Industry Focus. “Financial Services”

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