Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McDonough is an investment advisor representative, registered in 25 states and the District of Columbia. David has been in the securities industry since 1994. David is currently affiliated with Trilogy Capital, Inc. and Flagship Wealth Powered by Trilogy Financial. David works with clients to achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MA
04/09/2024 - Present
Trilogy Capital, Inc. (HINGHAM MA)
MA
11/26/2002 - 06/30/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (HINGHAM MA)
MD
10/09/1998 - 12/02/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
04/18/1996 - 10/15/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
11/13/1995 - 04/02/1996
INTERSECURITIES, INC. (ST. PETERSBURG FL)
DE
10/03/1995 - 11/13/1995
PML SECURITIES COMPANY (NEWARK DE)
NJ
06/09/1994 - 05/25/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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