Advisor at Clearview Financial Planning, Inc.
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.
Firm
Clearview Financial Planning, Inc.
Location
Southold, NY 11971
Credentials
Series 63, Series 65
Industry experience
29 years
David Dickerson is a financial advisor at Clearview Financial Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Virtus Investment Partners and Zweig Advisers LLC. He is also associated with Vp Distributors Inc. Clearview Financial Planning serves individual, high-net-worth, and charitable organization clients, offering portfolio management and comprehensive financial planning. The firm’s investment approach integrates modern portfolio theory with fundamental, quantitative, technical, and cyclical analysis, primarily focusing on equities and equity ETFs alongside other asset classes.
Based on Clearview Financial Planning, Inc.
Fixed financial planning fees between $1,000 and $3,500
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.75%
$200 per hour for financial planning services
Fee-only: Fixed fees for financial planning between $1,000 and $3,500; Hourly fees at $200/hour; Fees are negotiable
51020 Main Road
Southold, NY 11971
New York
Clearview Financial Planning, Inc.
2018 - Present (8 years)
Clearview Financial Planning
2018 - Present (8 years)
Unemployed
2016 - 2018 (2 years)
Vp Distributors Inc
2009 - Present (17 years)
Virtus Investment Partners
2009 - 2016 (7 years)
Zweig Advisers Llc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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