David Fuhrman, CFA, CFP®
| Other Names: |
David A. Fuhrman
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| Firm: |
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| Type: |
RIA |
Description
David Fuhrman is a representative at National Wealth Management (NWM), an independent, fee-only SEC registered investment adviser (RIA). NWM provides private wealth management services to high net worth families. As a Managing Director and Wealth Advisor, David offers personalized investment management, helping clients
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preserve, grow, and effectively transfer their wealth; comprehensive financial planning, helping clients achieve tax, education, retirement, charitable, and estate planning objectives; and trustworthy advice, independent, objective, and analytical guidance on a wide range of personal financial matters.
David believes that long-term investing success is built on a solid planning foundation, implemented with diligence, discipline, and the utmost integrity.
Before joining NWM in 2007, David Fuhrman spent six years with an independent investment management and financial advisory firm where he was responsible for investment analysis, portfolio management, and financial planning services. David has taught personal investing courses in adult education programs, developed financial planning software tools, and has been quoted in the media regarding personal financial planning.
David Fuhrman earned the right to use the Chartered Financial Analyst (CFA) designation in 2005 and became a Certified Financial Planner (CFP) professional in 2006. He was awarded an MBA from the Harvard Business School in 1975 and a BS in Electrical Engineering (with distinction) from Cornell University in 1973. David is a member of the CFA Institute.
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Answers and Guides
Level 17
Level 17 Contributor
24 Answers and 0 Financial Guides
Top Answers
Answered Sep 11, 2012
near Morristown, NJ
Steve - I am not aware of any feature within BrightScope that would help you with your question. Moreover, past performance data are not indicative of future returns. Instead you should evaluate each fund's investment strategy, expenses, and risk in
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Steve - I am not aware of any feature within BrightScope that would help you with your question. Moreover, past performance data are not indicative of future returns. Instead you should evaluate each fund's investment strategy, expenses, and risk in order to select a fund or combination of funds that meet your investment objectives. Your 401(k) plan may offer some tools and educational materials to help you with this analysis. You could also consult with the plan's investment provider, provided he/she is qualified, independent, and objective. Or you could retain your own independent investment advisor to help. Good luck!
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Answered Aug 05, 2012
near Morristown, NJ
Shane, sorry to break this to you...but if you are asking this question, as you evidently are, then you should not be buying either stock. Instead, and assuming that foreign stock exposure is appropriate for your financial objectives and circumstances,
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Shane, sorry to break this to you...but if you are asking this question, as you evidently are, then you should not be buying either stock. Instead, and assuming that foreign stock exposure is appropriate for your financial objectives and circumstances, then you are far better off investing in a low cost, passively managed, highly diversified fund of foreign stocks. Of course, you could also benefit by seeking the advice of a qualified, no-commission investment advisor who could help you evaluate you financial objectives and design an investment portfolio that fits your needs.
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Answered Jul 26, 2012
near Morristown, NJ
You have asked a very important question, which you would think deserves a simple answer. Unfortunately, however, the reporting of investment performance is a very complicated subject that is rife with abuse, misrepresentation, and neglect. We recommend
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You have asked a very important question, which you would think deserves a simple answer. Unfortunately, however, the reporting of investment performance is a very complicated subject that is rife with abuse, misrepresentation, and neglect. We recommend that you find an investment advisor who is committed to consistent and periodic reporting of investment performance results that comply with the Global Investment Performance Standards (GIPS) of the CFA Institute. These standards insure that results are presented fairly, accurately, and on a comparable basis.
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Top Guides
David Fuhrman, CFA, CFP® has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.
Advisor Client Types
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Individuals |
60% |
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High Net Worth Individuals |
30% |
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Pension and Profit Sharing Plans |
5% |
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Corporations or Other Businesses |
5% |
*The Client Types data displayed has been entered by the advisor and has not been verified.
Experience and Employment History
| Employer |
Years |
Dates |
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National Wealth Management, LLC
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5 years, 7 months
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Nov 2007 -
Present
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Nrp Financial Corporation
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6 months
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May 2007 -
Nov 2007
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Oberlin Financial Corp
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3 years, 2 months
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Mar 2004 -
May 2007
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Walnut Street Securities, Inc.
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7 months
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Aug 2003 -
Mar 2004
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Fuhrman Management Associates
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5 years, 10 months
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Jan 2002 -
Nov 2007
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Nathan & Lewis Securities Inc.
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2 years, 2 months
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Jan 2002 -
Mar 2004
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*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 05/31/2011, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
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License Status
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Registered
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Not registered
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Disclosures
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| As of Date |
05/31/2011
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06/05/2012
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*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
Advisor Exams
| Exam |
Series |
Passed Date |
| Uniform Combined State Law Examination |
Series 66 |
10/24/2002 |
| Uniform Securities Agent State Law Examination |
Series 63 |
01/08/2002 |
| General Securities Representative Examination |
Series 7 |
01/08/2002 |
Advisor Compensation Arrangements
Fee Only
Advisor
This advisor has certified that they are compensated solely by their clients,
and do not accept commissions or compensation of any kind based on the products they recommend.
Types of Compensation Arrangements
|Hourly Charges+(10%25)|Percentage of Assets+(80%25))
