David E. Barfield
DATAPOINT FINANCIAL PLANNING
Canton, GA
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CRD#: 2250945
Professional summary
David Edward Barfield, CFP® is a registered financial advisor currently at DATAPOINT FINANCIAL PLANNING, LLC located in Canton, Georgia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Biography
On the personal side of things…my wife, Robin, and I are active members of the First Baptist Church of Woodstock. We are both fitness fanatics, and we enjoy spending time with our neighbors in our socially active community in the Hickory Flat area of Canton. Our son, Daryl, owns and operates a thriving tree service business in Central Florida.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Education Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Retirement Income Management
Do you have an area of expertise or specialization?
College/Education Planning
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice without Ongo...
Millennials
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Milne Financial Planning Investment Related: Yes Address of the other business: 770 Railroad Street, Saint Johnsbury, VT 05819 Nature of the other business: Investment Adviser Position: Paraplanner (contract) Start Date: 09/2022 Hours per month: 16 hours per month Hours during securities trading hours: 4 hours per week (16 hours per month) Duties: Back-office financial planning Name: Minerva Planning Group Investment Related: Yes Address of the other business: 315 W. Ponce de Leon Ave. Suite 915, Decatur, GA 30030 Nature of the other business: Investment Adviser Position: Paraplanner (contract) Start Date: 10/2022 Hours per month: 16 hours per month Hours during securities trading hours: 4 hours per week (16 hours per month) Duties: Back-office financial planning Name: Centry Financial Advisors Investment Related: Yes Address of the other business: 38021 Euclid Avenue #3, Willoughby, OH 44094 Nature of the other business: Investment Adviser Position: Paraplanner (contract) Start Date: 03/2022 Hours per month: 8 hours per month Hours during securities trading hours: 2 hours per week (8 hours per month) Duties: Back-office financial planning
CRS (Client Relationship Summary) - RIA
Click below to view David Edward Barfield's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
December 8, 2021 - Present
DATAPOINT FINANCIAL PLANNING, LLC
RIA
CRD#: 316445
Canton, GA
Past
October 1, 1993 - October 28, 1993
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/7/2024)
IAR
Georgia(12/8/2021)
IAR
Louisiana(2/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
DATAPOINT FINANCIAL PLANNING, LLC
DATAPOINT FINANCIAL PLANNING, LLC
CRD#: 316445 / SEC#:
Florida
Registered Investment Advisory firm - (6/7/2024 Approved)Georgia
Registered Investment Advisory firm - (12/8/2021 Approved)Louisiana
Registered Investment Advisory firm - (2/16/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Canton, GA
Mailing Address
Phone number
(470) 695-0444
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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