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David Laurance Herman

CYPRESS POINT FINANCIAL ADVISORS, LLC·LAFAYETTE, California
Clean recordCYPRESS POINT FINANCIAL ADVISORS, LLC
1007 OAK HILL RD., SUITE B, LAFAYETTE, CA 94549CRD# 2542793Firm CRD# 169376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Laurance Herman · LAFAYETTE, CA
Registration
CRD #2542793 · CYPRESS POINT FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Laurance Herman is a registered financial advisor based in LAFAYETTE, California, affiliated with CYPRESS POINT FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CYPRESS POINT FINANCIAL ADVISORS, LLC
CYPRESS POINT FINANCIAL ADVISORS, LLC
AUM
$23M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CYPRESS POINT FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 2542793
Firm CRD# 169376
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Laurance Herman offer?
David Laurance Herman specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, California for a consultation.
What are David Laurance Herman's credentials?
David Laurance Herman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Laurance Herman located?
David Laurance Herman is based in LAFAYETTE, California, working with CYPRESS POINT FINANCIAL ADVISORS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does David Laurance Herman charge for services?
David Laurance Herman's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS POINT FINANCIAL ADVISORS, LLC?
CYPRESS POINT FINANCIAL ADVISORS, LLC has approximately 1 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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