linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Douglas Kuncho

Capital Client Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Douglas Kuncho

David Kuncho is a financial professional with over 20 years of experience in the industry. David has a strong background in investment advisory and securities, holding licenses for both. David is currently registered with Capital Client Group, Inc. and is a Series 24, 51, and 26 Principal. David has a diverse background with experience in several different firms including Waddell & Reed, Inc. and CUNA Brokerage Services, Inc. David is committed to providing high-quality financial advice and services to clients.

Firm Information

David Kuncho is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

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.

check

recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

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.

check

other

As agreed upon in a manner that covers registrant's costs

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Kuncho’s Registration & Firm History

TX

06/11/2013 - Present

Capital Client Group, Inc. (SAN ANTONIO TX)

IA

01/27/2003 - 08/16/2004

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

KS

04/22/2002 - 12/12/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

Not sure if David Douglas Kuncho is right for you?

Licenses & Designations

IA

Issued 06/03/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2021

Series 24 - General Securities Principal Examination

BC

Issued 09/12/2020

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/01/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Douglas Kuncho.
Not sure if David Douglas Kuncho is right for you?