David Mann, financial advisor Issaquah WA

David Mann

CRD Number: 4890200
Current Firm: Highland Capital Advisors, LLC

David Mann (CRD# 4890200) is an Investment Advisor Representative working at Highland Capital Advisors, LLC in Issaquah, WA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Bellevue, WA Oct 2015 - Nov 2017 2
Wells Fargo Retirement Seattle, WA Jan 2015 - Sep 2015 < 1
Financial Advocates Investment Management Bellevue, WA Nov 2013 - Dec 2014 1
Lpl Financial LLC Bellevue, WA Sep 2012 - Dec 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Jan 2018
Contact Info for David G. Mann
Phone Number: 1-800-717-6180
Firm Website: http://www.hcadv.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, CA, OR, WA

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