David Drake (CRD# 1487128) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Burlington, NJ and has over 36 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Newtown, PA | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Newtown, PA | Jun 2004 - Current | 19 |
| Drake, Lehner & Morgan LLC | Newtown, PA | May 2004 - Current | 19 |
| The Drake Company LLC | Newtown, PA | Nov 2001 - Current | 22 |
| Principal Life Insurance Co | Newtown, PA | May 2001 - Current | 22 |
| Nfp Securities, Inc. | Newtown, PA | Jun 2004 - Apr 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
- PA
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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)
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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