David Doane (CRD# 4858096) is an Investment Advisor Representative working at Lpl Financial LLC in Bingham, ME and has over 19 years of experience in the finance industry.
CRD# 4098174
Lpl Financial LLC
CRD# 6665693
Lpl Financial LLC
CRD# 4513996
United Planners' Financial Services Of America A Limited Partner
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Camden National Bank | Waterville, ME | Sep 2014 - Current | 9 |
| Lpl Financial LLC | Waterville, ME | Sep 2014 - Current | 9 |
| Edward Jones | St Louis, MO | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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