Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
30yrs
David Ohanian is a fiduciary financial advisor in Irvine, California, with 30 years in the industry. David joined RBC Securities in 2017, after four years at U.S. Bancorp Advisors and four years at Comerica Securities. RBC Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 11% by experience at RBC Securities
Office18111 Von Karman Ave. 4th Floor, Irvine, CA 92612
FirmRBC Securities
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$918,022
Advisors at the firm123
States licensed ?1 state
Services through RBC Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowRBC Securities, Inc.Current firm
- 2013 – 2017U.S. Bancorp Advisors, LLCPreviously
- 2009 – 2013Comerica SecuritiesPreviously
- Jun 2008 – Aug 2009Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2008Banc of America Investment Services, Inc.Previously
- 1999 – 2002Morgan Stanley DW Inc.Previously
Contact David
18111 Von Karman Ave. 4th FloorIrvine, CA 92612Office · Get directions Firm main line(310) 888-6400Headquarters: RBC Securities · Los Angeles, CA
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call RBC Securities at (310) 888-6400 and ask for David Ohanian. David works from the Irvine, CA office.
How long has David been a financial advisor?
David has been in the industry since 1996, about 30 years. Top 11% by experience at RBC Securities.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
RBC Securities reports being paid by a percentage of the assets they manage, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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