David Barol is a CFP, ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Elkins Park, PA, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
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.
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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.