David SumnerCRD Number: 6189896
Current Firm: Commerce Brokerage Services, Inc.
David Sumner (CRD# 6189896) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Clayton, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Commerce Brokerage Services Inc.||St. Louis, MO||Mar 2015 - Current||2|
|Securian Financial Services Inc.||St. Paul, MN||May 2013 - Mar 2015||1|
|Minnesota Life||St. Paul, MN||May 2013 - Mar 2015||1|
|Renaissance Financial||St. Louis, MO||May 2013 - Mar 2015||1|
|Midway Usa||Columbia, MO||Feb 2013 - Jun 2013||< 1|
|Securian Financial Services Inc.||St. Paul, MN||Apr 2013 - May 2013||< 1|
|Unemployed||Columbia, MO||Dec 2012 - Feb 2013||< 1|
|University Of Missouri||Columbia, MO||Aug 2009 - Dec 2012||3|
|Shoe Show Inc.||Columbia, MO||Jan 2011 - Aug 2012||1|
|Four Rivers Ymca||Columbia, MO||May 2010 - Aug 2010||< 1|
|Four Rivers Ymca||Columbia, MO||May 2009 - Aug 2009||< 1|
|Linn State Technical College||Linn, MO||Aug 2007 - May 2009||1|
|Central Electric||Sullivan, MO||May 2008 - Aug 2008||< 1|
|Four Rivers Ymca||Columbia, MO||May 2008 - Aug 2008||< 1|
|Fischer's Food Shop||Washington, MO||Aug 2005 - Aug 2007||2|
|Washington High School||Washington, MO||Aug 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management346MILLIONS
Total Number of Accounts2,278ACCOUNTS
Average Account Value$152,043
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, KS, MO, NM, OK, TX
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