David GoarCRD 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.
Stratos Wealth Partners, Ltd
Cash Flow Investment Services LLC
Woodbury Financial Services, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Mar 2015 - Current||2|
|Research Financial Strategies||Ogden, UT||Mar 2015 - Current||2|
|Reutemann Financial Solutions, Inc.||Rockville, MD||Mar 2015 - Current||2|
|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|
Total Assets Under Management381MILLIONS
Total Number of Accounts3,029ACCOUNTS
Average Account Value$125,879
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, DC, DE, FL, GA, IL, LA, MD, NC, NY, OH, PA, TN, TX, UT, VA, WA
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