David Debenedictis
David Debenedictis is a ChFC-designated registered investment advisor at Northpoint Financial, based in Birmingham, MI, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Tax Planning.
Compensation
Firm Size
IM Fee
Location
920 East Lincoln, Birmingham, MI, 48009-3608
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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 the president and sole shareholder of D.A. Debenedictis, LTD, selling life insurance since 1981, dedicating about a quarter of his time. He is also the president and a 50% shareholder of Terroir Wine Seminars, Inc., involved in wine education and travel since 2002, spending about 10-20% of his time.
Employment History
Current Registrations
Northpoint Financial
State Registrations2 states
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