David Barson, financial advisor San Mateo CA
96 score

David Barson

CRD Number: 5503509
Current Firm: Barson Financial Planning

David Barson (CRD# 5503509) is an Investment Advisor Representative working at Barson Financial Planning in San Mateo, CA and has over 9 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.

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Professional Designations
Company Name Location Dates Years
Barson Financial Planning San Mateo, CA Jan 2017 - Current 1
Fisher Investments Woodside, CA Jan 2008 - Jan 2017 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for David Barson
Phone Number: 650-245-7382
Registered State(s):
  • CA
Current Firm Details
Barson Financial Planning
Firm's CRD Number: 287612
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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