Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alden Dick is a financial advisor at Financial Plan, Inc. located in BELLINGHAM, WA. David has been in the industry since 2000 and has a strong background in financial planning and portfolio management. David is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 licenses. David has experience working with a range of clients, including individuals, high-net-worth individuals, and charitable organizations. David is committed to providing personalized financial advice and helping clients achieve their financial goals. David also has a 25% ownership interest in the Mustard Seed Restaurant, not investment related, in Buhler, KS.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WA
03/07/2003 - Present
Financial Plan, Inc. (BELLINGHAM WA)
WA
01/04/2002 - 03/15/2012
LPL FINANCIAL LLC (BELLINGHAM WA)
BOTH
Issued 07/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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