Dennis GumpCRD Number: 5336247
Current Firm: Strategic Advisers, Inc.
Dennis Gump (CRD# 5336247) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Mcmahon Financial Advisors, LLC
|Fidelity Brokerage Services LLC||Pittsburgh, PA||Jun 2014 - Current||3|
|Citizens Bank||Canonsburg, PA||Sep 2013 - May 2014||< 1|
|Cco Investment Services Corp||Canonsburg, PA||Sep 2013 - May 2014||< 1|
|Investors Capital Corporation||Lynnfield, MA||Jun 2013 - Sep 2013||< 1|
|Wellspring Benefits Group||Collyville, TX||Mar 2013 - Sep 2013||< 1|
|Bank Of America, N.a.||Pittsburgh, PA||Apr 2012 - Feb 2013||< 1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Pittsburgh, PA||Feb 2012 - Feb 2013||1|
|Lpl Financial||Charlotte, NC||Jul 2010 - Feb 2012||1|
|First Niagara Securities||Houston, PA||Jul 2010 - Feb 2012||1|
|First Niagara Financial||Houston, PA||Feb 2010 - Feb 2012||2|
|Pnc Investments||Bethel Park, PA||Jul 2008 - Jul 2010||2|
|Pnc Bank||Bethel Park, PA||Jun 2008 - Jul 2010||2|
|Pnc Financial N.a.||Bethel Park, PA||Jun 2008 - Jun 2010||2|
|New England Securities||Pittsburgh, PA||Oct 2007 - Jun 2008||< 1|
|New England Financial||Pittsburgh, PA||Nov 2007 - May 2008||< 1|
|Fife Heating And Cooling||Venetia, PA||Feb 2004 - Nov 2007||3|
|Ameriprise Financial Services, Inc.||Canonsburg, PA||May 2007 - Oct 2007||< 1|
|Fife Heating And A/c||Venetia, PA||Feb 2004 - Oct 2007||3|
|Leaf And Bean Company||Mcmurray, PA||Sep 1998 - Oct 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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