I would like to welcome you to my website. I consider my clients to be very important to me. As I work with you toward your investment goals, my job as your representative is to provide the information and assistance you need to make smart decisions concerning your financial future. At D. Kamlet & Company, Inc., commitments are taken seriously. When a product or service is offered, it is delivered upon. You can count on D. Kamlet & Company, Inc. for dependable, accurate service, whether conducting an educational seminar, discussing your investment objectives, or executing trades. Experience and expertise are put to work for you. My company's motto is more than just words. It is very important when it is said, "You can have trust and confidence in D. Kamlet & Company, Inc."
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
The firm was originally founded in 1988 as Kamlet & Company to provide Financial Planning and Tax Accounting to individuals and businesses. D. Kamlet & Company, Inc. was formed as a corporation in 1994. Mr. David Kamlet, CFS, CMFC, RFC, RFP, the firm's Founder and President, is licensed as a Registered Representative through LPL Financial and registered for securities in California, Colorado, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, South Carolina, Washington State, Washington, D.C.The primary service of D. Kamlet & Company, Inc. is to provide tax accounting, financial planning and investment advice. Implementation of its investment recommendations is done through LPL Financial LLC., a member of the Financial Industry Regulatory Authority (FINRA), and the Securities Investors Protection Corporation (SIPC). The representative of D. Kamlet & Company, Inc., David Kamlet, is also a registered representative of LPL Financial LLC.
D. Kamlet & Company, Inc. does not take any of its client's invested funds for deposit into its own account. All investors' funds are immediately sent either to the companies sponsoring the particular investment that the client has chosen or to LPL Financial LLC. Brokerage accounts are carried by LPL Financial LLC., Member NYSE/SIPC.
D. Kamlet & Company, Inc. hereby discloses that LPL Financial LLC., Inc. is not in any way affiliated with my company. All investments selected and made to clients are screened by David Kamlet as a registered representative of LPL Financial LLC., to try to ascertain that the investment meets the client's goals and investment objectives.
All clients must receive a copy of the current prospectus, if applicable, on the investment they select. As a registered representative of LPL Financial LLC., I am obligated to you as my client to make sure that I am always striving to do what is most beneficial for you and to the Suitability Standard.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."