David Burg Email & Phone Number
President @ Harbor Financial Services
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David Burg Location
- Cumming, GA, US
David Burg Work
- President @ (April 2009 - Present)
- Investment Management Consultant, RJFS @ (April 2009 - Present)
- Senior Financial Advisor @ (October 2001 - April 2009)
- National Solutions Manager @ (January 1995 - January 1999)
David Burg Education
- Real Estate School 2015-2016
- Georgia State University
Masters (Marketing)
1992-1994 - Clemson University
(Real Estate, Financial Management, Accounting)
1987-1992
David Burg Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Bonds
- ETFs
- Entrepreneurship
- Finance
- Financial Advisory
- Financial Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
David Burg Summary
- David Burg, based in Cumming, GA, US, is currently a President at 1st Harbor Financial Services. David Burg brings experience from previous roles at Raymond James Financial, Inc., Merrill Lynch and Ibm. David Burg holds a 2015 - 2016 Real Estate School. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Bonds and more. David Burg has 1 emails and 3 mobile phone numbers on RocketReach.
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