David KangCRD Number: 6209732
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Kang (CRD# 6209732) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 3 years of experience in the finance industry.
Jst Investment Consulting
Penniall & Associates
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Brea, CA||Mar 2014 - Current||2|
|Axa Advisors||Irvine, CA||Jun 2013 - Mar 2014||< 1|
|Uci Paul Merage||Irvine, CA||Jul 2012 - Jul 2013||1|
|Paul Merage School Of Business - Uci Femba||Irvine, CA||Jul 2012 - Jun 2013||< 1|
|University Of California, Irvine||Irvine, CA||Sep 2009 - Jun 2013||3|
|Uci Ics Office||Irvine, CA||Sep 2011 - Jul 2012||< 1|
|Uci - Ics Department - Dean's Office||Irvine, CA||Sep 2011 - Jun 2012||< 1|
|Bene's - Uci Hospitality + Dining||Irvine, CA||Sep 2010 - Jun 2012||1|
|Yogurtland||Irvine, CA||Feb 2010 - Jul 2010||< 1|
|Unemployed||Irvine, CA||Sep 2009 - Feb 2010||< 1|
|Troy High School||Fullerton, CA||Sep 2005 - Sep 2009||4|
|Lollicup Tea Zone||Fullerton, CA||Jun 2008 - Jun 2009||1|
|Troy High School||Fullerton, CA||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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