David Barol is a CFP, ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Elkins Park, PA, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
Elkins Park, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is the President/Agent of Keystone Asset Management Strategies (KEYAMS), dedicating nearly full-time hours to financial services. He is also a co-founder of KEYAMS, working with hospitals and non-profits, a referral consultant for Integrated Trust Services, a speaker for a podcast, and a principal for a book publishing company.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Multi-Financial Securities CorporationBroker
Ing America Equities, INC.Broker
Multi-Financial Securities CorporationBroker
1717 Capital Management CompanyBroker
Nylife Securities INC.Broker
Capital Analysts, IncorporatedBroker
Lincoln Investment Planning, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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