David Alan Ortiz
Investment adviser representative at L&s Private Wealth, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$108.5MFirm assets
Are you David Alan Ortiz? Claim your profile
Contact this firm
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
Experience
12 years in the industry.
- L&s Private Wealth, LLCJan 2026 to now
- Overflow Wealth Advisory LLCSep 2024 to Dec 2025
- OsaicOct 2023 to Sep 2024
- Arvest Wealth ManagementAug 2020 to Sep 2023
- H2ok, LLCJan 2019 to May 2020
- University of OklahomaSep 2017 to Dec 2018
- Vivint Smart HomesMay 2015 to Aug 2018
- Benchmark Foods, LLCAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
L&s Private Wealth, LLC
$108.5MAssets managed
102Clients
3Advisers
Under 1 yearIn 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
- 7262721
- Firm CRD
- 339946