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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 Doane is a financial advisor with LPL Financial LLC. David has been in the financial services industry since 2004. David specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. David holds the Series 6, 7, 63, and 66 securities licenses. David is registered with the state of Maine as both a broker-dealer and an investment advisor. In addition to LPL Financial LLC, David has previously worked for Edward Jones, Key Investment Services LLC, and Banc of America Investment Services, Inc.
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
ME
09/24/2014 - Present
LPL Financial LLC (BINGHAM ME)
ME
01/10/2014 - 09/12/2014
EDWARD JONES (AUGUSTA ME)
ME
09/25/2009 - 10/15/2013
KEY INVESTMENT SERVICES LLC (WATERVILLE ME)
ME
11/24/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FALMOUTH ME)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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