David Barlow (CRD# 4948712) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 18 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goodman Advisory Group, LLC | Needham, MA | Jun 2019 - Current | 4 |
| Unemployed | Chelmsord, MA | Feb 2019 - Jun 2019 | < 1 |
| Ferris Capital, LLC | Marlborough, MA | Feb 2016 - Jan 2019 | 2 |
| Bts Securities Corporation | Lexington, MA | Apr 2005 - Jan 2016 | 10 |
| Bts Asset Management | Lexington, MA | Dec 2001 - Jan 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- MA
-
Total Assets Under Management297MILLIONS
-
Total Number of Accounts776ACCOUNTS
-
Average Account Value$382,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MA, NH, TX
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