David Kring, financial advisor Exton PA

David Kring

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for David A. Kring
Phone Number: 610-241-8711
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

PA

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