David Sasson

from Valley Wealth Strategies, LLC
SEC regulated
Regulated Investment Advisor
David Sasson is a financial advisor based in California, Lodi, with 18 years of experience. David currently works for Valley Wealth Strategies, LLC. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (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 Sasson works at Valley Wealth Strategies, LLC
Valley Wealth Strategies, LLC is a financial advisory firm based in Lodi, California. It currently has approximately $150,000,000 of assets under management and employs about 31 people. Valley Wealth Strategies, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
404 W. Pine Street, Suite 6, Lodi, California, 95240

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