David WursterCRD Number: 4540515
Current Firm: Summit Financial Group Inc.
David Wurster (CRD# 4540515) is an Investment Advisor Representative working at Summit Financial Group Inc. in Myrtle Beach, SC and has over 11 years of experience in the finance industry. David Wurster 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.
Voya Financial Advisors, Inc.
Berry Financial Securities, LLC
H.d. Vest Advisory Services, Inc.
|Summit Brokerage Services Inc.||Myrtle Beach, SC||Dec 2012 - Current||4|
|Summit Financial Group Inc.||Myrtle Beach, SC||Dec 2012 - Current||4|
|Financial Advisers Of America, LLC||Carlsbad, CA||Aug 2010 - Dec 2012||2|
|Financial N Sights, Inc.||Myrtle Beach, SC||Oct 2005 - May 2011||5|
|Cape Securities Inc.||Mcdonough, GA||Sep 2009 - Aug 2010||< 1|
|J.w. Cole Financial, Inc.||Myrtle Beach, SC||Nov 2005 - Sep 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV