David Barol (CRD# 2435166) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS 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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
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 |
- PA
- TX
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Total Assets Under Management1,719MILLIONS
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Total Number of Accounts22,082ACCOUNTS
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Average Account Value$77,839
- A percentage of assets under your management
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