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David L. Herman

Purshe Kaplan Sterling Investments

Financial Planner in Lafayette, CA

Address:
1007 Oak Hill Rd, Ste B
Lafayette, CA 94549
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About David L. Herman

David Herman is a financial professional at Purshe Kaplan Sterling Investments located in Lafayette, California. David Herman holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S6, S63, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

David Herman provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

David Herman
1007 Oak Hill Rd, Ste B
Lafayette, CA 94549

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