David Dougherty (CRD# 3228470) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has over 24 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Fort Washington, PA | Apr 2022 - Current | 2 |
| Santander Securities, LLC | Dorchester, MA | Sep 2019 - Apr 2022 | 2 |
| Santander Bank, Na | Boston, MA | Jun 2017 - Apr 2022 | 4 |
| Santander Securities, LLC | Dorchester, MA | Jun 2017 - Sep 2019 | 2 |
| Pnc Investments LLC | Mt.laurel, NJ | Aug 2014 - Jun 2017 | 2 |
| Pnc Financial Services Group | Cinnaminson, NJ | Feb 2006 - Aug 2014 | 8 |
| Pnc Investments | Cinnaminson, NJ | May 2005 - Aug 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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