David Dugan is a CFP-designated registered investment advisor, based in Sioux Falls, SD, with 23 years of industry experience.
Location
Sioux Falls, SD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
David is associated with Financial Perspectives, Inc. as a registered investment advisor (RIA) since 2003, and is a 33% owner of FP Tax & Accounting, LLC. David also holds an insurance license to sell life, health, and variable insurance products.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Financial Perspectives
Previous Registrations
Cambridge Investment Research, INC.Broker
Askar CORP.Broker
State Registrations9 states
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