Dennis GumpCRD Number: 5336247
Current Firm: Strategic Advisers, Inc.
Dennis Gump (CRD# 5336247) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Centreville, VA and has over 10 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|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|
|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 Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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, WY
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