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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 Patrick Walters is a financial advisor with Palisades Hudson Asset Management, LP. David has been with the firm since June 2002 and is a Certified Financial Planner. David is registered as an Investment Advisor Representative in Oregon. Palisades Hudson Asset Management, LP is an investment advisory firm headquartered in Fort Lauderdale, Florida. The firm offers a variety of services, including financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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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08/21/2012 - Present
Palisades Hudson Asset Management, LP (HILLSBORO OR)
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Inactive
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