Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Watts McMahan is an investment advisor representative for Prospera Financial Services, Inc. David has been in the financial services industry since June 1999. David has been with Prospera Financial Services, Inc. since January 2016. Prior to that, David was with CAPITAL GUARDIAN, LLC and RAYMOND JAMES FINANCIAL SERVICES, INC. David's current firm, Prospera Financial Services, Inc., is located in Dallas, Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
NC
01/28/2016 - Present
Prospera Financial Services, Inc. (Belmont NC)
NC
04/06/2006 - 01/12/2016
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
06/18/1999 - 06/01/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTE NC)
IA
Issued 09/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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