DS
David Short
from Investments & Financial Planning, LLC
David Short is a financial advisor based in Kentucky, Lexington,
with 23 years of experience. David currently works for
Investments & Financial Planning, LLC.
David maintains a S63 license (Uniform Securities Agent 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 Short works at Investments & Financial Planning, LLC
Investments & Financial Planning, LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $198,035,900 of assets under management and employs about 5 people. Investments & Financial Planning, 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)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1795 Alysheba Way, Suite 7104, Lexington, Kentucky, 40509
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