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David Angell

National Financial Services LLC

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About David Angell

David Angell is a financial professional with over 18 years of experience in the financial services industry. David is currently registered with National Financial Services LLC in Smithfield, RI. Previously, David has held positions with AVANTax Investment Services, INC. in Dallas, TX, National Financial Services LLC in Westlake, TX, BANC of America Investment Services, INC. in Lincoln, RI, American Express Financial Advisors Inc. in Minneapolis, MN, and IDS Life Insurance Company in Minneapolis, MN. David has passed the Series 66, Series 24, SIE, and Series 7 examinations.

Firm Information

David Angell is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Angell’s Registration & Firm History

RI

09/28/2021 - Present

National Financial Services LLC (SMITHFIELD RI)

TX

04/11/2018 - 08/17/2021

AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)

TX

10/19/2007 - 04/02/2018

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

RI

02/04/2005 - 07/17/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

MN

09/21/2004 - 10/20/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/21/2004 - 10/20/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Angell.
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