Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McManus is a financial advisor with over 25 years of experience in the industry. David is a Registered Representative and Investment Advisor Representative, holding licenses in numerous states. David works with McManus Cooper and previously worked with Securities America, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, American Express Financial Advisors Inc., IDS Life Insurance Company, and La Jolla Securities Corporation. David specializes in financial planning, portfolio management, and pension consulting. David offers a wide range of services to help clients 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.
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.
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.
Solicitor/referral fees
1
2
CA
09/08/2006 - Present
McManus Cooper (IRVINE CA)
CA
07/12/2001 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
IN
09/22/1997 - 08/06/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/22/1997 - 08/06/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
06/15/1995 - 10/03/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/15/1995 - 10/03/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
10/10/1994 - 05/04/1995
LA JOLLA SECURITIES CORPORATION (LA JOLLA CA)
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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