David Barson (CRD# 5503509) is an Investment Advisor Representative working at Barson Financial Planning in San Mateo, CA and has over 16 years of experience in the finance industry. David Barson 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barson Financial Planning | San Mateo, CA | Jan 2017 - Current | 7 |
| Fisher Investments | Woodside, CA | Jan 2008 - Jan 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- CA
-
Total Assets Under Management29MILLIONS
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Total Number of Accounts85ACCOUNTS
-
Average Account Value$342,296
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA
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