David Mc Cash, financial advisor Iron Mountain MI

David Mc Cash

CRD Number: 4339122
Current Firm: Lpl Financial LLC

David Mc Cash (CRD# 4339122) is an Investment Advisor Representative working at Lpl Financial LLC in Iron Mountain, MI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Iron Mountain, MI Jun 2006 - Current 17
Northern Interstate Bank (formerly: Fnb Of Crystal Falls) Iron Mountain, MI Feb 2011 - Jan 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for David J. Mc Cash
Phone Number: 704-733-3300
Registered State(s):
  • MI
  • UT
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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