David A. Kring
Professional summary
David Arthur Kring, CFP®, who also goes by David Kring, is a registered financial advisor currently at CONESTOGA WEALTH MANAGEMENT located in Exton, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Arthur Kring's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
November 15, 2011 - Present
CONESTOGA WEALTH MANAGEMENT
Office #1: 64 East Uwchlan Avenue #228, Exton, PA 19341January 22, 2007 - November 28, 2011
WALNUT STREET SECURITIES, INC.
September 29, 2006 - November 28, 2011
WALNUT STREET SECURITIES, INC.
January 20, 2006 - September 6, 2006
WORLD GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/15/2011)
Exams
Current Firm
CONESTOGA WEALTH MANAGEMENT
CRD#: 158981 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
