David Friedman (CRD# 3218251) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 24 years of experience in the finance industry.
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1982803
Ameriprise Financial Services, LLC
CRD# 1796733
Carnegie Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Jan 2018 - Current | 6 |
| Capital Analysts | Jenkintown, PA | Jan 2018 - Current | 6 |
| Mml Investors Services, LLC | Newtown Square, PA | Mar 2017 - Dec 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Dec 2017 | 1 |
| Metlife Securities | Wayne, PA | Jan 2006 - Mar 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 1999 |
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- 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)
AK, AL, AR, 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, VT, WA, WI, WV
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