David McManus (CRD# 1899676) is an Investment Advisor Representative working at Highland Capital Advisors , LLC in Louisville, KY and has over 28 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highland Capital Advisors , Llc (159055) | Louisville, KY | Sep 2011 - Current | 12 |
| Mcmanus & Associates, Inc. | Louisville, KY | Jul 2005 - Dec 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
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- KY
- NC
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Total Assets Under Management17MILLIONS
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Total Number of Accounts76ACCOUNTS
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Average Account Value$227,791
- 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
- Educational seminars/workshops
- Other
KY, NC
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