David Park (CRD# 7072493) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bala Cynwyd, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Bala Cynwyd, PA | Jan 2021 - Current | 2 |
| Mass Mutual Life Insurance Company | Bala Cynwyd, PA | Nov 2020 - Current | 3 |
| Unemployed | North Wales, PA | Oct 2020 - Dec 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | Philadelphia, PA | Mar 2019 - Oct 2020 | 1 |
| Unemployed | North Wales, PA | Jan 2019 - Mar 2019 | < 1 |
| Scribe America | Media, PA | Feb 2016 - Jan 2019 | 2 |
| Pharmula Laboratories | Conshochoken, PA | Oct 2015 - Nov 2016 | 1 |
| Unemployed | North Wales, PA | May 2015 - Oct 2015 | < 1 |
| Pennsylvania State University | State College, PA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- PA
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Total Assets Under Management58,787MILLIONS
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Total Number of Accounts326,297ACCOUNTS
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Average Account Value$180,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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