David Kuhn, financial advisor Gold River CA
93 score

David Kuhn

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Lancaster, PA May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Lancaster, PA Jan 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for David L. Kuhn
Phone Number: 800-543-6611
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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