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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rowan is a Certified Financial Planner® and Investment Advisor Representative with Rowan Financial LLC, a registered investment advisor based in Bethlehem, Pennsylvania. David has been in the industry since 2010. David is also an Investment Advisor Representative for Origin Financial, a registered investment advisor based in San Francisco, California. David provides financial planning and investment advice to individuals and families. David specializes in working with clients who are seeking to achieve their long-term financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
08/02/2013 - Present
Rowan Financial LLC (BETHLEHEM PA)
IA
Issued 09/02/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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