Unclaimed
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 over 15 years of experience. David is a Registered Investment Advisor Representative with Barnett Financial Planning in Tustin, California. Barnett Financial Planning provides a wide range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors. David serves clients of all types, including high-net-worth individuals. The firm’s client assets are primarily managed on a non-discretionary basis, and David charges clients based on hourly fees or fixed fees.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
12/15/2023 - Present
Barnett Financial Planning (TUSTIN CA)
Active
Inactive
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