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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 Glenn Delap is a financial advisor registered with the state of Oregon and Texas. David Glenn Delap's firm, Delap Wealth Advisory, LLC, is headquartered in Lake Oswego, Oregon and specializes in providing financial planning services for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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08/20/2016 - Present
Delap Wealth Advisory, LLC (LAKE OSWEGO OR)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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