David HarbeitnerCRD Number: 1339981
Current Firm: Pinnacle Wealth Planning Services, Inc.
David Harbeitner (CRD# 1339981) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Saint Petersburg, FL and has over 32 years of experience in the finance industry. David Harbeitner 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Harbado Services Llc Dba Take Action Financial Planning||St Petersburg, FL||Apr 2015 - Current||2|
|Pinnacle Wealth Planning Services, Inc.||Mansfiled, OH||Oct 2013 - Current||3|
|Harbado Services, Llc Dba Take Action Financial Planning||St Petersburg, FL||Apr 2013 - Sep 2013||< 1|
|Harbado Services, LLC||St Petersburg, FL||Aug 2011 - Sep 2013||2|
|T. Rowe Price Investment Services, Inc.||Owings Mills, MD||Jul 2006 - Apr 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S66||NASAA Uniform Combined State Law Examination||Sep 2004|
Total Assets Under Management532MILLIONS
Total Number of Accounts1,978ACCOUNTS
Average Account Value$268,751
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, NC, OH, TX, VA