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David Dick
from Financial Plan, Inc.
David Dick is a financial advisor based in Washington, Bellingham,
with 25 years of experience. David currently works for
Financial Plan, Inc..
David maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Dick works at Financial Plan, Inc.
Financial Plan, Inc. is a financial advisory firm based in Bellingham, Washington. It currently has approximately $845,050,649 of assets under management and employs about 15 people. Financial Plan, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
2115 Barkley Blvd., Suite 101, Bellingham, Washington, 98226
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