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David Carleton Dickerson

CLEARVIEW FINANCIAL PLANNING, INC.·SOUTHOLD, New York
Clean recordCLEARVIEW FINANCIAL PLANNING, INC.
51020 MAIN ROAD, SOUTHOLD, NY 11971CRD# 2443212Firm CRD# 291834

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Carleton Dickerson · SOUTHOLD, NY
Registration
CRD #2443212 · CLEARVIEW FINANCIAL PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Carleton Dickerson is a registered financial advisor based in SOUTHOLD, New York, affiliated with CLEARVIEW FINANCIAL PLANNING, INC.. 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
CLEARVIEW FINANCIAL PLANNING, INC.
CLEARVIEW FINANCIAL PLANNING, INC.
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CLEARVIEW FINANCIAL PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2443212
Firm CRD# 291834
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Carleton Dickerson offer?
David Carleton Dickerson specializes in Financial Planning, Investment Management. Contact their office in SOUTHOLD, New York for a consultation.
What are David Carleton Dickerson's credentials?
David Carleton Dickerson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Carleton Dickerson located?
David Carleton Dickerson is based in SOUTHOLD, New York, working with CLEARVIEW FINANCIAL PLANNING, INC.. Their office serves clients in the SOUTHOLD metropolitan area and surrounding communities.
How does David Carleton Dickerson charge for services?
David Carleton Dickerson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARVIEW FINANCIAL PLANNING, INC.?
CLEARVIEW FINANCIAL PLANNING, INC. has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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