David Dedman is a ChFC-designated registered investment advisor at Pulse Wealth, based in Lexington, KY, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 84 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pulse Wealth's wealth management services include investment management. The annual fee for wealth management services is a flat $6,600 ($550 per month). Certain clients are on a legacy fee schedule that is no longer offered.
Location
Lexington, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pulse Wealth
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Triad Advisors, INC.Broker
Triad Advisors, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 states
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