Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peter Gurun is a financial advisor who has been in the industry for over 30 years. David has a wide range of experience in the financial services industry, including working with both individuals and institutions. Currently, David is registered with Beacon Pointe Advisors, LLC in Texas. David is also a Certified Financial Planner and a Chartered Financial Analyst. David has a long history of working with clients, including individuals, businesses, insurance companies, charitable organizations, and investment companies. David is dedicated to providing high-quality financial advice to his clients 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.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/19/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
TX
05/01/1995 - 05/04/2012
GURUN INVESTMENT ADVISORS, INC. (DALLAS TX)
TX
12/21/1998 - 12/31/2008
BROWN AND BROWN SECURITIES, INC. (DALLAS TX)
BC
Issued 04/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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