DB
CFP
DB
CFP
David Barr
4 Years of Experience
Glendale, CA
1 DisclosureBroker
David Barr is a CFP-designated registered investment advisor at California Financial Partners, INC., based in Glendale, CA, with 4 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.
Compensation
Fixed/Hourly
Firm Size
9 advisors
IM Fee
Planning only
Fee Structure
- Financial planning and consulting services are billed at an hourly rate of $75 to $250, or a fixed fee ranging from $1,500 to $9,500, depending on the complexity of the services.
One-Time Plan:$1,500 - $9,500
Hourly Rate:$75 - $250/hr
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Location
700 N Brand Blvd, Suite #640, Glendale, CA, 91203
Get directionsHistory
Regulatory History (1)
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Criminal
January 2016Final Disposition
Other Business Activities
David operates under the DBA California Financial Partners for his LPL business. This activity is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
California Financial Partners, INC.
May 2025 - Present · 1 yr
LPL Financial LLC
February 2022 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
January 2022 - Present · 4 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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
No exam information available for this advisor.