Privacy Policy

How Dave Gets Paid...

Dave receives his compensation in the form of professional service fees or commissions (or a combination of both) depending on your situation. Dave is always open to any questions about fees, commissions, and compensation. It is very important for clients to understand how this effects their plan.

Dave believes that most clients are best served by fee-based compensation which provides regular, ongoing compensation reflecting the quality of his efforts and his desire for a long-term relationship.

 

Securities and Advisory Services
Offered Through
SII Investments, Inc.
Member NASD/SIPC and a

Registered Investment Advisor