Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mangs is a financial advisor with LPL Financial LLC. David has been in the industry since 1983 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. David is registered to provide investment advice in 24 states and holds multiple securities licenses. He specializes in financial planning, portfolio management, and retirement planning. David's firm has over 168,000 clients and manages more than $463 billion in assets.
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.
1
2
CT
05/26/2017 - Present
LPL Financial LLC (FARMINGTON CT)
MA
06/22/1998 - 05/26/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MA
04/19/1983 - 06/17/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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