David
Gunderson

Us Freedom Capital Advisors LLC

CRD#6191146
Investment Advisor
in Dallas, TX
Are you David Gunderson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Gunderson is an investment advisor whose office is in Dallas, Texas. Currently an advisor with Us Freedom Capital Advisors LLC, they have accumulated 18 years of professional experience in the financial advisory industry. Gunderson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Gunderson can operate in Maryland and Texas. Their career trajectory has included roles at Us Freedom Capital Advisors LLC, Us Freedom Capital LLC, Centerpoint Builders LLC And Affiliates and Tobin & Company Securities LLC. Us Freedom Capital Advisors LLC is based out of Dallas, Texas. None of the advisor firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

13155 Noel Road, Ste 1700
Dallas, TX 75240

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Us Freedom Capital Advisors LLC Brokerage Details

Total Assets Under Management

$19,500,000

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

19

TX Average: 2,315
Average Account Size

$1,026,316

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

David Gunderson Work History

David has 18 years of experience.

2015 - Present (4 years)

Us Freedom Capital Advisors LLC

2014 - Present (5 years)

Tobin & Company Securities LLC

2011 - Present (8 years)

Us Freedom Capital LLC

2000 - 2011 (11 years)

Centerpoint Builders LLC And Affiliates

Disclosures

David Gunderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started