Don Unger
Financial Advisor with 30+ years of experience
- Role
- Investment Advisor Representative (Iar) at Acorn Financial Services
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Don Unger
I have been helping businesses and individuals with their investment, retirement…
Experience
Investment Advisor Representative (Iar)
Jun 2021 — Present
I joined this small but innovative RIA organization after my old B/D sold themselves to a much larger organization. After interviewing over 30 companies, I decided that Acorn was large enough and would allow me to bring innovative services to my clients while being small enough that we would not lose that personalized feel that is so important to most people.
Education
Virginia Commonwealth University
Masters of Science in Financial Services, Business and Personal/Financial Services Marketing Operations
1982 — 1986
University of Richmond
BA, Economics
1973 — 1977
Skills
- Cash Balance Plans
- Term Life Insurance
- College 529 Plans
- Reits
- Sales
- Mutual Funds
- Accredited Investment Fiduciary
- Roth Iras
- Disability Insurance
- Insurance
- 401k Rollovers
- Bonds
- 401k Plans
- Life Insurance
- Immediate Annuities
- Equity Indexed Annuities
- Iras
- Customer Service
- Fixed Annuities
- Indexed Universal Life Insurance
- Stocks
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