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David Smith

David Smith

Private Wealth Manager | CFP | CRPC | AIF

  • About
    • What is financial planning?
    • Why work with David?
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    • Young Investor
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    • Ready to Retire
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How Would You Describe Yourself?

Young Investor

Middle-Aged Investor

Ready to Retire

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Upstream Investment Partners is independently owned and operated.

Securities offered through Sigma Financial Corporation; Member FINRA/SIPC

Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor.

David Smith, CFP®, CRPC®, AIF®

Address: 14881 Quorum Drive, Suite 430
Dallas, TX 75254
Email: [email protected]
Phone: (972) 865-6944

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