Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vang is a financial advisor with over 27 years of experience in the financial services industry. David is registered with LPL Financial LLC in Gaithersburg, Maryland. David has held previous positions with MML Investors Services, LLC, Signator Investors, Inc., and New England Securities. David is a Series 6, 26, 63, and 65 licensed professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
07/17/2019 - Present
LPL Financial LLC (GAITHERSBURG MD)
MD
10/13/2005 - 07/22/2019
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MA
08/01/2002 - 11/04/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
12/20/1993 - 07/24/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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