David Kang, financial advisor Brea CA
89 score

David Kang

CRD 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.

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Company Name Location Dates Years
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
Contact Info for David B. Kang
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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