David Kirk, financial advisor Tallahassee FL
95 score

David Kirk

CRD Number: 6013253
Current Firm: Mml Investors Services, LLC
Compensation Model: Both

David Kirk (CRD# 6013253) is an Investment Advisor Representative working at MassMutual in Tallahassee, FL and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Massachusetts Mutual Life Insurance Co Tallahassee, FL Nov 2015 - Current 1
Mml Investors Services, LLC Tallahassee, FL Nov 2015 - Current 1
Keller Williams Tallahassee, FL May 2010 - Current 6
Pruco Securities LLC Tallahassee, FL Nov 2011 - Nov 2015 4
The Prudential Insurance Company Of America Tallahassee, FL Nov 2011 - Nov 2015 4
Quantum Commercial Consultants Tallahassee, FL Oct 2005 - Dec 2011 6
Hancock Bank Tallahassee, FL Dec 2006 - Mar 2009 2
Suntrust Bank Tallahassee, FL May 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
S7 General Securities Representative Examination (GS) Apr 2015
Contact Info for David R. Kirk
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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