David
Mcmanus
Cooper Mcmanus
Answer a few questions and
get matched with an advisor.
About this Advisor
David Mcmanus is a certified financial planner who works in Irvine, California with a total of 22 years of industry experience. Mcmanus is an advisor for Cooper Mcmanus. Throughout their career, they have worked at Securities America, Inc, Cooper Mcmanus, Professional Partners & Practices, Research Drive Partners, LLC and Cambridge Investment Research, Inc. Mcmanus holds a Series 63 license, certifying them as a securities broker, and is approved to serve investors in California and Texas. Cooper Mcmanus is a company based out of Irvine, CA. The investment advisory business has offices in 21 locations and a total of 40 advisors. It oversees $1 billion in assets between its 4,523 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to nine charitable organizations. Of its 4,523 client accounts, just 11% are held by high-net-worth investors who have more than $1 million in assets available to invest. Cooper Mcmanus has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually depend on the type of services. Fees charged by Cooper Mcmanus may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Mcmanus Work History
David has been registered as a financial advisor for 22 years.*
Cambridge Investment Research, Inc
Professional Partners & Practices
Research Drive Partners, LLC
Cooper Mcmanus
Securities America, Inc
Cooper Mcmanus
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Mcmanus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cooper Mcmanus
Irvine, CA
Irvine, CA
Irvine, CA
Santa Ynez, CA
Culver City, CA
Thousand Oaks, CA
Long Beach, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
