David
Mcmanus
Cooper Mcmanus
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About this Advisor
David Mcmanus is a financial advisor based in Irvine, California, working with Cooper Mcmanus. David has previously held positions at Cooper Mcmanus, Securities America, Inc, Professional Partners & Practices, Research Drive Partners, LLC, and Cambridge Investment Research, Inc. David has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, David is part of Cooper Mcmanus, which operates out of Irvine, California. The firm has 23 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cooper Mcmanus includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,575,058,662
49
4,577
$344,125
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
Cambridge Investment Research, Inc
Professional Partners & Practices
Research Drive Partners, LLC
Cooper Mcmanus
Securities America, Inc
Cooper Mcmanus
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
Walnut Creek, CA
Irvine, CA
Thousand Oaks, CA
San Clemente, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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