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.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Oct 2019 - Current | 4 |
| Massachusetts Mutual Life Insurance Co | Tallahassee, FL | Nov 2015 - Sep 2019 | 3 |
| Mml Investors Services, LLC | Tallahassee, FL | Nov 2015 - Sep 2019 | 3 |
| Keller Williams | Tallahassee, FL | May 2010 - Dec 2015 | 5 |
| Pruco Securities LLC | Tallahassee, FL | Nov 2011 - Nov 2015 | 4 |
| The Prudential Insurance Company Of America | Tallahassee, FL | Nov 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- FL
- TX
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
AK, AL, AR, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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