David Pung (CRD# 2505537) is an Investment Advisor Representative working at Lions Wealth Management in Chisago City, MN and has over 29 years of experience in the finance industry.
CRD# 5380367
Gradient Advisors, LLC
CRD# 7008035
Gradient Advisors, LLC
CRD# 6586021
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lions Wealth Management | Minneapolis, MN | Feb 2021 - Current | 3 |
| Lpl Financial, LLC | Roseville, MN | Jul 2003 - Feb 2021 | 17 |
| Summit Investment Advisory Services, Inc. | Roseville, MN | May 2019 - Oct 2020 | 1 |
| Midwestone (lpl) | Forest Lake, MN | Feb 2016 - Dec 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
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Total Assets Under Management72MILLIONS
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Total Number of Accounts506ACCOUNTS
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Average Account Value$142,292
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
MN
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