David KringCRD Number: 4949862
Current Firm: Conestoga Wealth Management
David Kring (CRD# 4949862) is an Investment Advisor Representative working at Conestoga Wealth Management in Exton, PA and has over 16 years of experience in the finance industry. David Kring 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.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Conestoga Wealth Management (158981)||Downingtown, PA||Nov 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Selection of other advisers (including private fund managers)
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