David DolanCRD Number: 2979459
Current Firm: Eca Investment Group Inc.
David Dolan (CRD# 2979459) is an Investment Advisor Representative working at Eca Investment Group Inc. in York, PA and has over 20 years of experience in the finance industry. David Dolan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
Red Wave Investments
|Mid Atlantic Capital Corp||Pittsburgh, PA||Oct 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
Total Assets Under Management428MILLIONS
Total Number of Accounts1,049ACCOUNTS
Average Account Value$407,720
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters