David Delap, financial advisor Lake Oswego OR

David Delap

CRD Number: 6591191
Current Firm: Delap Wealth Advisory, LLC

David Delap (CRD# 6591191) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Delap Wealth Advisory, LLC Lake Oswego, OR Nov 2015 - Current 8
Delap LLP Lake Oswego, OR Oct 1986 - Current 37
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for David G. Delap
Phone Number: (503) 697-4118
Firm Website: http://www.delapwa.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    546
    MILLIONS
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $1,097,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, OR, TX, WA

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