David Thomas Mayes

Employer firm

Three Bearings Fiduciary Advisors, Inc. CRD 283926

$351M regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• PORTFOLIO SERVICES FOR MUNICIPALITIES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Mackensen & Company, Inc
  Hampton, NH

Previous Registrations

• 2009-01-19 → 2016-10-27
  Mackensen & Company, Inc.
  Hampton, NH
• 2007-09-20 → 2012-11-30
  Mascoma Savings Bank, Fsb Dba Mascoma Wealth Management
  Hanover, NH
• 2007-04-24 → 2008-09-24
  Lpl Financial Llc
  Lebanon, NH
• 2005-03-18 → 2007-06-29
  The James Sterling Company, Llc
  Walpole, NH
• 2004-03-29 → 2004-08-18
  The James Sterling Company, Llc
  Walpole, NH

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-05-02
• S65 Uniform Investment Adviser Law Examination
  2004-01-24

Designations

• Certified Financial Planner

Other Names

• David Thomas Mayes