David Christopher York
Investment adviser representative at Index Fund Advisors, Inc.
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$5.9BFirm 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
13 years in the industry.
- Index Fund Advisors, Inc.Dec 2024 to now
- Index Fund AdvisorsJul 2024 to Nov 2024
- Cain, Watters & Associates, LLCNov 2022 to May 2024
- Pricewaterhousecoopers LLPJul 2018 to Oct 2022
- Auburn UniversityAug 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, TX).
Index Fund Advisors, Inc.
$5.9BAssets managed
2,159Clients
18Advisers
26 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
- 7664922
- Firm CRD
- 109143