![David Kunhardt, financial advisor Virginia Beach VA](/img/ws/profile-blank-sq.png)
David Kunhardt (CRD# 1651471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Virginia Beach, VA and has over 37 years of experience in the finance industry.
![Arthur Grizzle, financial advisor Virginia Beach VA](/img/ws/profile-blank-sq.png)
CRD# 5685783
Martello Investments, LLC
![David Abbott, financial advisor Virginia Beach VA](/img/ws/profile-blank-sq.png)
CRD# 6445258
Fidelity Personal And Workplace Advisors
![Lisa Adamonis Pile, financial advisor Virginia Beach VA](/img/ws/profile-blank-sq.png)
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2021 - Current | 3 |
Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2021 - Current | 3 |
David Kunharrdt/benefits Plans | Virginia Beach, VA | Jan 1990 - Current | 34 |
Lincoln Financial Securities | Virginia Beach, VA | Aug 2018 - Apr 2021 | 2 |
Hornor, Townsend & Kent, Inc. | Horsham, PA | Feb 2013 - Feb 2018 | 5 |
Penn Mutual Life Insurance Company | Horsham, PA | Feb 2013 - Feb 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1987 |
S65 | NASAA Investment Advisors Law Examination | Jun 1992 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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