David KuhnCRD Number: 3119400
Current Firm: Signator Investors, Inc.
David Kuhn (CRD# 3119400) is an Investment Advisor Representative working at Signator Investors, Inc. in Gold River, CA and has over 19 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Signator Investors, Inc.||Lancaster, PA||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Lancaster, PA||Jan 2003 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV