David Bundy (CRD# 6982613) is an Investment Advisor Representative working at Dean Dorton Wealth Management, LLC in Lexington, KY and has over 5 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dean Dorton Wealth Management, LLC | Lexington, KY | May 2018 - Current | 5 |
| Dean Dorton Healthcare Solutions, LLC | Lexington, KY | Apr 2017 - Current | 7 |
| Dean Dorton Allen Ford, Pllc | Lexington, KY | Jan 2011 - Current | 13 |
| Dean Dorton & Ford, P.s.c. | Lexington, KY | Jul 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
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Total Assets Under Management36MILLIONS
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Total Number of Accounts72ACCOUNTS
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Average Account Value$506,312
- A percentage of assets under your management
- Hourly charges
- Other
- 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)
- Other
KY
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