David Goar (CRD# 5280219) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 17 years of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 6792902
Coign Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Promontory Financial Planning | Farmington, UT | Apr 2022 - Current | 2 |
Goar Financial Services | Layton, UT | Jun 2018 - Current | 5 |
Purshe Kaplan Sterling Investments | Albany, NY | Mar 2015 - Current | 9 |
Reutemann Financial Solutions, Inc. | Rockville, MD | Mar 2015 - Apr 2022 | 7 |
Research Financial Strategies | Ogden, UT | Mar 2015 - Jun 2018 | 3 |
Ubs Financial Services Inc. | South Ogden, UT | Nov 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- UT
-
Total Assets Under Management263MILLIONS
-
Total Number of Accounts570ACCOUNTS
-
Average Account Value$461,404
- 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
CA, CO, ID, TX, UT
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