David Dick, financial advisor Bellingham WA
96 score

David Dick

CRD Number: 4470567
Current Firm: Financial Plan, Inc.

David Dick (CRD# 4470567) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 14 years of experience in the finance industry. David Dick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Linsco Private Leger Bellingham, WA Oct 2001 - Current 15
Financial Plan Inc. Bellingham, WA Mar 2000 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for David A. Dick
Phone Number: 360-714-1234
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    1,501
    ACCOUNTS
  • Average Account Value
    $169,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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