David Montemurro
Prudential
2700 Kelly Road, Suite 100D
Warrington, PA 18976
2674772040
About Prudential
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
See Disclosures
General Information
Firm Start Year
CRD#
3049751
Firm CRD#
8733
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CLU®, ChFC®
Securities Licenses
Series 6, Series 7, Series 66, Series 63, Series 26
Insurance and Annuity Licenses
Life, Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Accident, Casualty, Health
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee, Commissions
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf