DW
David William Dugan
CRD 4635000
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Financial Perspectives, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial Perspectives, Inc.
Vice President/Secretary/Treasurer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗