David W. Barnett

GRAND ARBOR ADVISORS

RICHLAND HILLS, TX

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CRD#: 5476449

Professional summary

David Wayne Barnett, ChFC®, CLU® is a registered financial advisor currently at GRAND ARBOR ADVISORS located in Richland Hills, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 2 firms .

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.

OWNER - AUTHORITY ENTERPRISES, 9-84 TO PRESENT, INSURANCE AGENCY, PO BOX 820304, FORT WORTH, TX 76182. ALL BUSINESSES TOTAL 20-30 HOURS PER MONTH, LITTLE OR NO TIME DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wayne 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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

March 19, 2009 - Present

GRAND ARBOR ADVISORS

RIA

CRD#: 149176

RICHLAND HILLS, TX

Past

January 10, 2008 - December 31, 2008

SIGNAL SECURITIES, INC.

RIA

CRD#: 15916

FORT WORTH, TX

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

Texas
(3/19/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

GRAND ARBOR ADVISORS

BARNETT, DAVID WAYNE | THE OFFICES OF DAVID W BARNETT | GRAND ARBOR ADVISORS

CRD#: 149176 / SEC#:

Texas

Registered Investment Advisory firm - (3/18/2009 Approved)

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Contact information

Main Address

Richland Hills, TX

Mailing Address

Po Box 820304, N Richland Hills, TX 76182-0304

Phone number

(817) 589-7281

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 12,457,402

Red Flags

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David W. Barnett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wayne Barnett's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAND ARBOR ADVISORS

SIGNAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Current Firm

GRAND ARBOR ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRAND ARBOR ADVISORS

TRUST BUT VERIFY

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