David
Inman
Inman Financial Services, Inc
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About this Advisor
David Inman is a financial advisor operating out of Portland, Oregon who has 5 years of industry experience. Inman currently works for Inman Financial Services, Inc. Over the course of their career, Inman has held roles at Security First Advisors, Purshe Kaplan Sterling Investments, Inman Financial Services, Inc and Inman Insurance Services, LLC. Inman has a Series 63 license, designating them as a securities agent, and can advise clients in California, New Hampshire, Oregon, Texas and Washington. Inman Financial Services, Inc is a firm operating out of Portland, OR. It has $119 million in assets across its 541 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves two charities and foundations. Of its 541 accounts, 15% are associated with high-net-worth investors who have more than $1 million in investable assets. Inman Financial Services, Inc has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on the type of financial services offered. Fee types billed by Inman Financial Services, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Inman Financial Services, Inc Brokerage Details
$118,729,480
4
541
$219,463
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Inman Work History
David has been registered as a financial advisor for 5 years.*
Inman Insurance Services, LLC
Inman Financial Services, Inc
Purshe Kaplan Sterling Investments
Security First Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Inman 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 Inman Financial Services, Inc
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
