David
Dickman
Wealthspire Advisors
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About this Advisor
David Dickman is a financial advisor based in Potomac, Maryland, working with Wealthspire Advisors. David has previously held positions at Billings Capital Management and Wealthspire Advisors. David has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, David is part of Wealthspire Advisors, which operates out of Potomac, Maryland. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Dickman Work History
Wealthspire Advisors
Billings Capital Management
Disclosures
Please visit the SEC profile of David Dickman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
Fulton, MD
New York, NY
New York, NY
West Hartford, CT
Potomac, MD
New York, NY
Madison, WI
Reston, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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