David BartaCRD Number: 6159570
Current Firm: Origin Financial
David Barta (CRD# 6159570) is an Investment Advisor Representative working at Origin Financial in San Francisco, CA and has over 8 years of experience in the finance industry. David Barta 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Origin Financial||San Francisco, CA||Jan 2020 - Current||1|
|Earnin||Augusta, GA||Nov 2018 - Dec 2019||1|
|Paamco Prisma||Irvine, CA||Aug 2016 - Nov 2018||2|
|Unemployed||N/a, CA||Sep 2015 - Aug 2016||< 1|
|Dimensional Fund Advisors||Santa Monica, CA||Jun 2015 - Sep 2015||< 1|
|Unemployed||N/a, CA||Aug 2014 - Jun 2015||< 1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Feb 2013 - Aug 2014||1|
|Us Airways||Tempe, AZ||Aug 2011 - Jan 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MS, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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