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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 Gorham Strachan is an investment advisor representative with Dakota Wealth, LLC. David is registered in Maine and Massachusetts. David has been in the financial services industry since March of 1996. Dakota Wealth, LLC is an investment advisor that provides financial planning, selection of other advisors, and portfolio management for individuals, investment companies, and pooled investment vehicles. Dakota Wealth, LLC has an office in Palm Beach Gardens, FL.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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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FL
05/19/2022 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
IA
Issued 05/18/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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