Unclaimed
David Wayne Kamp has been an active advisor since 1985, currently working with Leigh Baldwin & Co., LLC, based in Cazenovia, New York. David has a diverse background, with previous roles at Pinnacle Investments, Inc. and Janney Montgomery Scott Inc. David specializes in various investment fields, including individual portfolio management, financial planning, and selecting other advisors. His focus is on providing comprehensive investment strategies and guidance to a wide range of clients.
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.
Solicitor/referral fees from other ria's
1
2
NY
04/15/2011 - Present
Leigh Baldwin & CO., LLC (CAZENOVIA NY)
NY
06/08/2007 - 04/15/2011
PINNACLE INVESTMENTS, LLC (SYRACUSE NY)
NY
05/15/1997 - 06/27/2007
PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)
PA
10/07/1985 - 05/28/1997
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NA
04/18/1985 - 10/07/1985
FLAGSHIP SECURITIES, INC.
BC
Issued 04/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/11/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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