DB
David I. Barnett
BARNETT FINANCIAL PLANNING
Tustin, CA 92780-3846
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CRD#: 5412908
DB
Professional summary
David I. Barnett is a registered financial advisor currently at BARNETT FINANCIAL PLANNING located in Tustin, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 1 firm .
Question & Answer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David I. Barnett'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®
NoneExperience
Current
December 15, 2023 - Present
BARNETT FINANCIAL PLANNING
Office #1: 1442 Irvine Blvd., #212, Tustin, CA 92780-3846RIA
CRD#: 144590
Tustin, CA
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
California(12/15/2023)
Exams
Current Firm
BARNETT FINANCIAL PLANNING
BARNETT FINANCIAL PLANNING | BARNETT, DAVID IRA | BARNETT, DAVID I.
CRD#: 144590 / SEC#:
California
Registered Investment Advisory firm - (9/27/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1442 Irvine Blvd., #212, Tustin, CA 92780-3846
Mailing Address
Phone number
(714) 731-6300
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 60,208,562 |
Red Flags
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