David MuncieCRD Number: 1802808
Current Firm: Corecap Advisors
David Muncie (CRD# 1802808) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 35 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Corecap Investments, LLC||Southfield, MI||Mar 2016 - Current||7|
|Corecap Advisors, LLC||Southfield, MI||Mar 2016 - Current||7|
|Basic Pcs||Grand Raouds, MI||Jul 2014 - Feb 2016||1|
|Cssc||Troy, MI||Apr 2008 - Jul 2014||6|
|Cssc Brokerage Services, Inc.||Troy, MI||Apr 2008 - Jul 2014||6|
|Cssc Investment Advisory Services, Inc.||Troy, MI||Apr 2008 - Jul 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,957MILLIONS
Total Number of Accounts7,757ACCOUNTS
Average Account Value$252,323
- 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
- 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, WY
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