David KirkCRD 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.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Massachusetts Mutual Life Insurance Co||Tallahassee, FL||Nov 2015 - Current||2|
|Mml Investors Services, LLC||Tallahassee, FL||Nov 2015 - Current||2|
|Keller Williams||Tallahassee, FL||May 2010 - Current||8|
|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|
Total Assets Under Management25,618MILLIONS
Total Number of Accounts157,759ACCOUNTS
Average Account Value$162,387
- 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
- Pension consulting services
- 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, 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, WY
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