David Dangler (CRD# 2393697) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 30 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Rochester, NY | Jun 2021 - Current | 3 |
| Lpl Financial LLC | Rochester, NY | Jun 2021 - Current | 3 |
| M&t Securities | Rochester, NY | Oct 2017 - Current | 6 |
| Lpl Financial | Rochester, NY | Mar 2015 - Oct 2017 | 2 |
| Five Star Bank | Rochester, NY | Mar 2015 - Oct 2017 | 2 |
| Unemployed | Rochester, NY | Dec 2014 - Mar 2015 | < 1 |
| 1st Global Insurance Services | Rochester, NY | Apr 2004 - Dec 2014 | 10 |
| 1st Global Advisors, Inc. | Rochester, NY | Jun 2001 - Dec 2014 | 13 |
| 1st Global Capital Corp. | Rochester, NY | Apr 2001 - Dec 2014 | 13 |
| Dkcb Financial Advisors, LLC | Rochester, NY | Oct 2002 - Nov 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- NY
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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