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David Dunn
from Kingsbridge Wealth Management, Inc.
David Dunn is a financial advisor based in Nevada, Las Vegas,
with 30 years of experience. David currently works for
Kingsbridge Wealth Management, Inc..
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Dunn works at Kingsbridge Wealth Management, Inc.
Kingsbridge Wealth Management, Inc. is a financial advisory firm based in Las Vegas, Nevada. It currently has approximately $308,294,361 of assets under management and employs about 4 people. Kingsbridge Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, performance-based fees and project administration fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, performance-based fees and project administration fees
Office location
1140 N. Town Center Drive, Suite 340, Las Vegas, Nevada, 89144
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