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David Ares

Lincoln Financial Distributors, Inc.

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About David Ares

David Ares is a financial professional with over 17 years of experience in the industry. David has a wide range of experience working with clients. David is currently registered with Lincoln Financial Distributors, Inc. Prior to that, David worked at several other firms including LPL Financial LLC, Equity Services, Inc., and Lincoln Financial Advisors Corporation.

Firm Information

David Ares is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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 Ares’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

NJ

11/17/2014 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (SPRINGFIELD NJ)

NJ

02/29/2008 - 10/08/2014

LPL FINANCIAL LLC (TOTOWA NJ)

NJ

10/17/2006 - 03/05/2008

EQUITY SERVICES, INC. (CEDAR KNOLLS NJ)

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Licenses & Designations

BC

Issued 05/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Ares.
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