David Ferland
LPL Investment Advisor Representative
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Pilot Financial
David Ferland
York, ME
Serving Clients Nationwide
LPL Investment Advisor Representative
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm David L. Ferland. Having been in the financial services industry for over 16 years, I'm an LPL Investment Advisor Representative serving clients throughout New England, down to Florida and west coasts.I hold a Bachelor of Science degree in Marketing from New Hampshire College.
I live in Maine with my wife, Ramona and enjoy family, cooking and travel.
Primary Location
28 Long Sands Rd, Suite1 York, Maine 03909
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and submit the contact us form to let us know more about you. We'll follow up by email or phone and look forward to speaking with you. Or better yet, visit us in person! We love our customers, so feel free to visit during normal business hours.Offers Investment Management
Yes
About our Firm
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC➡️ Financial goals are as unique as each investor. They can vary from wanting to be able to retire early; sending a child to an Ivy League Institution; leaving a legacy through charitable donations...or simply wanting the distinct pleasure of financial independence.
➡️ Regardless of the goal, it is important to have a well-defined and well-organized strategy in place that is customized according to your personal preferences and parameters. That strategy must take into consideration the essence of time, and it must incorporate a level of risk that the investor is willing to take.
➡️ By having an intelligent plan, you stand a much greater chance of reaching your financial goals.
Education
Southern New Hampshire University, Bachelor of Science (B.S.), Finance, Marketing
Hobbies and Interests
- Cooking
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Investors
- Parents
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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