David Lee Edmisten
Investment adviser representative at Pure Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Pure Financial Advisors, LLCJan 2025 to now
- Retire Sound Inc dba Addition WealthDec 2023 to now
- Next Phase Financial Planning LLCJun 2022 to now
- Charles Schwab & Co., Inc.Oct 2015 to Jul 2022
- Charles Schwab BankOct 2015 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5233684
- Firm CRD
- 144316