David Budnik (CRD# 1750743) is an Investment Advisor Representative working at Carlyle Wealth Planning in Atlanta, GA and has over 36 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park, KS | Oct 2011 - Dec 2014 | 3 |
| Vsr Advisory Services | Overland Park, KS | Oct 2011 - Dec 2014 | 3 |
| Carlyle Wealth Planning, Inc. | Atlanta, GA | Jul 1988 - Dec 2014 | 26 |
| Carlyle Wealth Management | Atlanta, GA | May 1988 - Dec 2014 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
- GA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
GA
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