Unclaimed
David Mangan is a financial advisor registered in 8 states, including Illinois, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nevada, and Texas. David has over 20 years of experience in the financial services industry, most recently with Cambridge Investment Research, Inc., where he joined in 2018. David holds the Series 63, Series 7, and SIE licenses and is a registered representative of Cambridge Investment Research, Inc. David has previously worked with Broker Dealer Financial Services Corp. and LPL Financial Corporation.
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.
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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2
IA
10/20/2018 - Present
Cambridge Investment Research, Inc. (DONOHUE IA)
IA
10/05/2009 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (DONOHUE IA)
IA
03/17/2003 - 08/31/2009
LPL FINANCIAL CORPORATION (DAVENPORT IA)
MO
05/23/2000 - 02/27/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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