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 10 years of experience in the finance industry.
Foresters Equity Services, Inc.
Stratos Wealth Partners, Ltd
Cash Flow Investment Services LLC
|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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