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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barnett is a financial advisor with Avantax Advisory Services, a firm that provides financial planning and investment management services. David Barnett has been in the industry since 1989 and has worked with several firms in the past, including Mutual of Omaha Investor Services, Inc. and 1st Global Capital Corp. David Barnett is registered as an Investment Advisor Representative (IAR) with the state of Arizona and is licensed to sell securities in 39 states. David Barnett's expertise and experience can help individuals and businesses reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (DALLAS TX)
AZ
04/01/2005 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PHOENIX AZ)
NE
08/29/1989 - 04/05/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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