David PrendergastCRD Number: 6210666
Current Firm: Commonwealth Financial Network
David Prendergast (CRD# 6210666) is an Investment Advisor Representative working at Commonwealth Financial Network in Bedford, NH and has over 6 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|Financial Strategies Retirement Partners||Bedford, NH||Apr 2021 - Current||< 1|
|Commonwealth Financial Network||Waltham, MA||Apr 2021 - Current||< 1|
|Commonwealth Financial Network||Waltham, MA||Jun 2014 - Apr 2021||6|
|Mass Mutual Financial||Bedford, NH||Aug 2013 - May 2014||< 1|
|Saint Anselm College||Manchester, NH||Aug 2010 - May 2014||3|
|Boston Partners Financial Group||Andover, MA||Jun 2013 - Aug 2013||< 1|
|Jtd Financial Services, LLC||Manchester, NH||Aug 2012 - Dec 2012||< 1|
|Town Of Walpole, Ma||Walpole, MA||Jun 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2015|
Total Assets Under Management133,519MILLIONS
Total Number of Accounts480,086ACCOUNTS
Average Account Value$278,116
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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