David
Polkinghorn
Amuni Financial, Inc
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About this Advisor
David Polkinghorn is a financial advisor who works out of Saint Petersburg, Florida, with a total of 8 years of industry experience. Polkinghorn is an advisor for Amuni Financial, Inc. Throughout their career, Polkinghorn has worked at Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Jody Zellner, Soaring Wings Hq LLC and American Municipal Sec. Polkinghorn has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Georgia, Michigan, Pennsylvania and Texas. Amuni Financial, Inc is a firm operating out of Saint Petersburg, FL. It has a total of 19 advisors. It manages $114 million in assets among its 226 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 226 accounts, 47% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management are based on the type of services provided. However, fee types billed by Amuni Financial, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amuni Financial, Inc Brokerage Details
$114,150,000
19
226
$505,088
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
David Polkinghorn Work History
David has been registered as a financial advisor for 8 years.*
American Municipal Sec
Jody Zellner
Soaring Wings Hq LLC
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Polkinghorn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Amuni Financial, Inc
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Little Rock, AR
Little Rock, AR
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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