David Mcmanus is a CFP-designated registered investment advisor, based in Irvine, CA, with 31 years of industry experience.
Location
9870 Research Drive, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an advisor rep of a registered investment advisor (RIA) and an independent insurance agent for various companies since 2001, dedicating full-time hours to the RIA role and about 10-20% of his time to insurance. He also owns a property management company and rental property, serves as a board member for a non-public entity, and owns a passthrough entity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Previous Registrations
Gainsborough Financial Consultants, INC.
Securities America, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
La Jolla Securities CorporationBroker
State Registrations27 states
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