Capitol Securities Management
46yrs
Top advisor by experience in Glen Allen
2yrs
David Budinger
Financial advisor at Financial Freedom Planners
David Budinger has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Glen Allen, Virginia. David joined Financial Freedom Planners in 2026, a firm offering financial planning and educational workshops. The firm is paid through hourly fees and flat fees.
One of 328 advisors with offices in Glen Allen, and one of 306 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4801 Cox Road, Suite 201, Glen Allen, VA 23060
How the firm is paid ?Hourly, Flat fee
Advisors at the firm3
States licensed ?1 state
Services through Financial Freedom Planners
Financial planningEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowFinancial Freedom PlannersCurrent firm
- Jan 2025 – nowKinloch Capital, LLCCurrent
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Financial Freedom Planners at 804-277-9734 and ask for David Budinger. David works from the Glen Allen, VA office.
How long has David been a financial advisor?
David has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Financial Freedom Planners reports being paid by hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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