David Duff
Investment adviser representative at Kingsview Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
$9BFirm assets
12 yearsFirm in business
Are you David Duff? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Kingsview Wealth Management, LLCJul 2024 to now
- Kingsview Partners LLCJul 2024 to now
- Sharkey's Rib & Wing JointAug 2023 to May 2024
- Amj Financial Wealth ManagmentJun 2023 to Aug 2023
- TargetNov 2020 to Jan 2021
- Virginia TechAug 2020 to May 2024
- UnemployedJan 2005 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Kingsview Wealth Management, LLC
$9BAssets managed
12,309Clients
115Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7765529
- Firm CRD
- 148107