David Ferland (CRD# 5034103) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Rumford, ME and has over 17 years of experience in the finance industry.
CRD# 5687257
Ameriprise Financial Services, LLC
CRD# 6289835
Lpl Financial LLC
CRD# 2759263
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities Corporation | York, ME | Aug 2021 - Current | 2 |
| Ameriprise Financial Services, Inc. | York, ME | Aug 2012 - Aug 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- ME
-
Total Assets Under Management4,483MILLIONS
-
Total Number of Accounts21,454ACCOUNTS
-
Average Account Value$208,966
- 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
- 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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