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David Portal

FS Investment Solutions, LLC

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About David Portal

David Portal is a financial professional with over 30 years of experience in the industry. David is currently registered with FS Investment Solutions, LLC and holds a Series 7, Series 63, and SIE licenses. Previously, David has worked with a number of other firms including Foreside Fund Services, LLC, Waddell & Reed, Ivy Distributors, Inc., and Citcorp Investment Services, among others.

Firm Information

David Portal is currently registered with FS Investment Solutions, LLC. FS Investment Solutions, LLC is a Limited Liability Company formed on July 17, 2007. It is registered to provide advisory services in all 50 states, the District of Columbia, and Puerto Rico. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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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David Portal’s Registration & Firm History

PA

03/02/2020 - Present

FS Investment Solutions, LLC (PHILADELPHIA PA)

ME

09/14/2016 - 02/27/2020

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

KS

05/21/2003 - 08/26/2016

WADDELL & REED (OVERLAND PARK KS)

KS

04/21/1999 - 08/26/2016

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

NY

06/11/1998 - 04/19/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

10/10/1995 - 01/27/1998

GKN SECURITIES CORP. (NEW YORK NY)

NY

09/29/1994 - 11/07/1995

A. R. BARON & CO., INC. (NEW YORK NY)

NY

01/20/1993 - 11/01/1994

BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)

NJ

08/16/1991 - 01/26/1993

A.S. GOLDMEN & CO., INC. (RED BANK NJ)

NY

02/05/1991 - 08/16/1991

D. H. BLAIR & CO., INC. (NEW YORK NY)

NY

05/30/1990 - 01/30/1991

COMMONWEALTH ASSOCIATES (NEW YORK NY)

NY

09/19/1989 - 06/04/1990

D. H. BLAIR & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/26/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Portal.
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