DA
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David Herrick Abdulky

24 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only
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Location

7001 Preston Rd, Suite 300, Lb 32, Dallas, TX, 75205

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History

Regulatory History (1)
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Criminal
August 1989
Final Disposition
Other Business ActivitiesSells Insurance

David is an independent agent for Asurea, an insurance agency, since 2011, dedicating a few hours per week. He also works a few hours per week as an independent agent for United Health Group, selling short-term medical and healthcare insurance since 2018.

Employment History
Current Registrations
Momentum Independent Network INC.
January 2006 - Present · 20 yrs 1 mo
Momentum Independent Network INC.Broker
April 2003 - Present · 22 yrs 10 mos
Previous Registrations
Edward JonesBroker
July 2001 - April 2003 · 1 yr 9 mos
State Registrations6 states
CTMNNMTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Herrick Abdulky - Financial Advisor | TrueAdvisor