David Manning IiiCRD Number: 4583874
Current Firm: Vicus Capital, Inc.
David Manning Iii (CRD# 4583874) is an Investment Advisor Representative working at Vicus Capital, Inc. in Sugarloaf, PA and has over 14 years of experience in the finance industry.
Trustmont Advisory Group, Inc.
Msi Financial Services, Inc.
Ameriprise Financial Services, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||4|
|Vicus Capital, Inc. (formerly Pfg Financial Advisors)||State College, PA||May 2005 - Current||12|
|Walnut Street Securities, Inc.||St. Louis, MO||Oct 2003 - Aug 2013||9|
|Merck & Co||Danville, PA||Apr 1980 - Jan 2008||27|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management1,094MILLIONS
Total Number of Accounts4,397ACCOUNTS
Average Account Value$248,896
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV