Unclaimed Profile

David William Kuhr

SAFEGUARD SECURITIES, INC.·MAYFIELD HEIGHTS, Ohio

SAFEGUARD SECURITIES, INC.

6060 PARKLAND BOULEVARD, MAYFIELD HEIGHTS, OH 44124CRD# 2317114Firm CRD# 31256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David William Kuhr · MAYFIELD HEIGHTS, OH

Registration

CRD #2317114 · SAFEGUARD SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

David William Kuhr is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with SAFEGUARD SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

ANCORA RETIREMENT PLAN ADVISORS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ANCORA RETIREMENT PLAN ADVISORS, LLC →

Services

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS

Regulatory

SEC/IARD CRD# 2317114

Firm CRD# 31256

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David William Kuhr offer?

David William Kuhr specializes in Investment Management. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.

What are David William Kuhr's credentials?

David William Kuhr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David William Kuhr located?

David William Kuhr is based in MAYFIELD HEIGHTS, Ohio, working with SAFEGUARD SECURITIES, INC.. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.

How does David William Kuhr charge for services?

David William Kuhr's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAFEGUARD SECURITIES, INC.?

SAFEGUARD SECURITIES, INC. has approximately 42 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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