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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brendan Mulkern is a financial advisor with LPL Financial LLC in Laconia, NH and Wilmington, MA. David has been in the financial services industry since 2005. Prior to joining LPL Financial LLC, David worked at Commonwealth Financial Network and Ogilvie Security Advisors Corporation. David holds the Series 6, Series 63 and SIE licenses. David specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
NH
11/10/2021 - Present
LPL Financial LLC (LACONIA NH)
MA
08/31/2011 - 11/10/2021
COMMONWEALTH FINANCIAL NETWORK (Wilmington MA)
MA
04/07/2005 - 09/07/2011
OGILVIE SECURITY ADVISORS CORPORATION (BURLINGTON MA)
BC
Issued 03/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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