David Goar, financial advisor South Ogden UT
93 score

David Goar

CRD Number: 5280219
Current Firm: Research Financial Strategies

David Goar (CRD# 5280219) is an Investment Advisor Representative working at Research Financial Strategies in South Ogden, UT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Mar 2015 - Current 1
Research Financial Strategies Ogden, UT Mar 2015 - Current 1
Reutemann Financial Solutions, Inc. Rockville, MD Mar 2015 - Current 1
Ubs Financial Services Inc. South Ogden, UT Nov 2013 - Mar 2015 1
Ubs Financial Services Inc. Ogden, UT Jan 2007 - Nov 2013 6
Merck & Company, Inc. Scottsdale, AZ Jul 2001 - Jan 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for David M. Goar
Phone Number: 301-294-7500
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    381
    MILLIONS
  • Total Number of Accounts
    3,029
    ACCOUNTS
  • Average Account Value
    $125,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, DC, DE, FL, GA, IL, LA, MD, NC, NY, OH, PA, TN, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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