David Harry
Advisor at Dtm3 Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Harry is the sole advisor at Dtm3 Corporation, an independent firm based in Snohomish, WA. He holds a Series 65 designation and has 15 years of industry experience, having led Dtm3 Corporation since 2009. Dtm3 Corporation offers investment advisory and financial planning services to individuals, trustees, charitable organizations, and business entities. The firm combines investment advice with non-securities services such as insurance evaluations, estate and trust consultation, and business consulting, often utilizing third-party managers and custodial platforms in its portfolio management.
Client services
Based on Dtm3 Corporation
Financial planning
Portfolio management
Selection of other advisers
Fee options
Planning fees may be negotiated on a per project or retained basis
Commissions earned from insurance product sales and referrals
Hourly planning and consulting fees at $300 per hour, negotiable
Fee-only: Planning and consulting fees at $300 per hour, negotiable on case-by-case basis
Location
Snohomish, WA
Most active in
David H has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Dtm3 Corporation
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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