David Pringle (CRD# 2390867) is an Investment Advisor Representative working at Cuso Financial Services in Broomfield, CO and has over 20 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Federal Credit Union | Broomfield, CO | Aug 2020 - Current | 3 |
| Cuso Financial Services, LP | San Diego, CA | Aug 2020 - Current | 3 |
| Pruco Securities, LLC | Englewood, CO | Jun 2019 - Aug 2020 | 1 |
| The Prudential Insurance Company Of America | Englewood, CO | Jun 2019 - Aug 2020 | 1 |
| Lpl Financial | Golden, CO | Dec 2017 - Jun 2019 | 1 |
| Bokf, Na | Denver, CO | Apr 2012 - Dec 2017 | 5 |
| Bok Financial Securities, Inc. | Denver, CO | Apr 2012 - Dec 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- CO
- TX
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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