David Ferland
Financial Advisor at Lincoln Financial Securities
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Lennox Insurance and Financial LLC
David Ferland
Rumford, ME
Serving Clients Nationwide
Financial Advisor at Lincoln Financial Securities
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 the principal member and owner of Lennox Insurance and Financial, LLC and through my affiliation with Lincoln Financial Securities Corporation - member SIPC - I'm a registered branch manager, registered representative and investment advisory 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
75 Congress Street, Rumford, Maine 04276
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
Investment Planning offered through Lincoln Financial Securities Corporation➡️ 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.
Investment Advisory and Asset Management through Lincoln Financial Securities Corporation
David Ferland is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corp., a broker-dealer (member SIPC) and registered investment advisor. Investments are offered to residents of CT, CO, FL, ID, IA, NM, NC, PA, RI, VT, WV, ME, MA, and NH. Advisory Services are offered to residents of ME. LFS-3734029-082621David
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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