David GurunCRD Number: 1947575
Current Firm: Gurun Investment Advisors, Inc.
David Gurun (CRD# 1947575) is an Investment Advisor Representative working at Gurun Investment Advisors, Inc. in Dallas, TX and has over 27 years of experience in the finance industry. David Gurun has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Gurun Investment Advisors, Inc.||Dallas, TX||Mar 1995 - Current||21|
|Brown And Brown Securities, Inc.||Dallas, TX||Aug 1998 - Dec 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
Total Assets Under Management160MILLIONS
Total Number of Accounts102ACCOUNTS
Average Account Value$1,567,189
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses