Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid James Dunn is a financial professional based in LAS VEGAS, NV. David has over 20 years of experience in the industry and is currently registered with Kingsbridge Wealth Management, Inc. David has a strong track record of providing investment advice to individuals, high-net-worth individuals, pooled investment vehicles, and charitable organizations. David has also served as a manager and co-owner of DKD Enterprises, LLC., an IDAHO LLC that leases equipment. David is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project administration fees
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NV
10/01/2012 - Present
Kingsbridge Wealth Management, Inc. (LAS VEGAS NV)
NV
03/17/2008 - 07/09/2008
WESTERN INTERNATIONAL SECURITIES, INC. (LAS VEGAS NV)
NY
12/16/2005 - 03/25/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
ID
11/09/1998 - 12/19/2005
MORGAN STANLEY DW INC. (EAGLE ID)
NY
03/21/2001 - 01/24/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
12/05/1994 - 11/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
08/16/1994 - 09/12/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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