David Barnes, financial advisor Irving TX
93 score

David Barnes

CRD Number: 1243619
Current Firm: Householder Group Estate & Retirement Specialists

David Barnes (CRD# 1243619) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Irving, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Householder Group Estate & Retirement Specialists Irving, TX Nov 2013 - Current 3
Lpl Financial LLC Irving, TX Oct 2013 - Current 3
Securities Service Network Irving, TX Mar 2010 - Oct 2013 3
Sagepoint Financial, Inc. Irving, TX Jan 2009 - Mar 2010 1
The Householder Group Phoenix, AZ Jun 2004 - Nov 2009 5
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for David L. Barnes
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    2,316
    ACCOUNTS
  • Average Account Value
    $206,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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