David Barol, financial advisor Dingmans Ferry PA

David Barol

CRD Number: 2435166
Current Firm: Creativeone Securities, LLC

David Barol (CRD# 2435166) is an Investment Advisor Representative working at Creativeone Securities, LLC in Dingmans Ferry, PA and has over 30 years of experience in the finance industry. David Barol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creativeone Securities, LLC Overland Park, KS Mar 2023 - Current 1
Securities America, Inc. Dingmans Ferry, PA Feb 2019 - Mar 2023 4
Securities America Advisors, Inc. Dingmans Ferry, PA Feb 2019 - Mar 2023 4
Questar Capital Corporation Minneapolis, MN Oct 2017 - Feb 2019 1
Questar Asset Managment Minneapolis, MN Oct 2017 - Feb 2019 1
Lincoln Financial Advisors Berwyn, PA Apr 2016 - Oct 2017 1
Cetera Advisor Networks El Segundo, CA Feb 2013 - Apr 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Jun 1995
Contact Info for David Barol
Phone Number: 913-814-6097
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,719
    MILLIONS
  • Total Number of Accounts
    22,082
    ACCOUNTS
  • Average Account Value
    $77,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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