Advisor at Supreme Alliance LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Supreme Alliance LLC
Location
Alamo, CA
Credentials
Series 63, Series 65
Industry experience
30 years
Jeffrey Deuel is a financial advisor with Supreme Alliance LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Infinity Financial Services and SCF Investment Advisors, Inc. Outside of his advisory work, he is involved in a coffee roasting retail and wholesale business called Crimson Bear Roasting. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base that includes retail individuals, pension and profit-sharing plans, corporations, charitable organizations, and public entities. The firm employs discretionary managed account programs and third-party investment advisors, offering services such as financial planning, actuarial consulting, and insurance consulting, with a range of analytic methods used to tailor client strategies.
Based on Supreme Alliance LLC
Based on Supreme Alliance LLC
Flat fees range from $500 to $5,000 per plan
Insurance commissions separate from advisory fees; fees shared from third-party investment advisor referral fees
Hourly fees may not exceed $500 per hour
Account minimum: $25,000 Fee-only: Hourly fees up to $500 per hour; Fixed/Flat fees $500 to $5,000 per plan; Consulting fees up to 3% of assets under management (negotiable)
Alamo, CA
California
Supreme Alliance LLC
2019 - Present (7 years)
Infinity Financial Services
2016 - 2019 (3 years)
SCF Investment Advisors, Inc.
2015 - 2016 (1 year)
SCF Securities, Inc.
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Oakland, CA
FM Capital Group
CFP®, CFA®
Orinda, CA
Private Financial Management LLC
Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.
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ChFC®, Series 66
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Series 63, Series 65
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CFP®
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Curtis Financial Planning
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