David Duff

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Kingsview Partners Llc
  Grants Pass, OR
• 07/2024 → Present
  Kingsview Wealth Management, Llc
  Falls Church, VA
• 06/2023 → 08/2023
  Amj Financial Wealth Managment
  Leesburg, VA
• 08/2023 → 05/2024
  Sharkey's Rib & Wing Joint
  Blacksburg, VA
• 11/2020 → 01/2021
  Target
  Fairfax, VA
• 08/2020 → 05/2024
  Virginia Tech
  Blacksburg, VA
• 01/2005 → 11/2020
  Unemployed
  Springfield, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-09