David Engels (CRD# 2210055) is an Investment Advisor Representative working at Engels Investment Advisors, LLC in Center Sandwich, NH and has over 29 years of experience in the finance industry.
CRD# 4761331
Edward Jones
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1132965
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Engels Investment Advisors, LLC | Center Sandwich, NH | Aug 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
- ME
- MA
- NH
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$1,914,583
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA, ME, NH
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