David Wurster, financial advisor Myrtle Beach SC
96 score

David Wurster

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for David G. Wurster
Phone Number: 561-338-2600
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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