Unclaimed
David Kemper is a financial professional registered with Cambridge Investment Research Advisors, Inc. with a branch office in Keller, TX. David has been working in the financial industry since 2006 and holds several licenses including Series 7, Series 63, and Series 65. David provides a variety of financial services including portfolio management for individuals and businesses, financial planning, and educational seminars. He is committed to helping clients reach their financial goals. David is also a registered representative of Cambridge Investment Research, Inc., and is a member of the Financial Industry Regulatory Authority (FINRA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
12/04/2017 - Present
Cambridge Investment Research Advisors, Inc. (Keller TX)
TX
12/20/2005 - 10/19/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 10/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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