David Barth, AIF
Financial Professional
With over 15 years of investment experience, David’s practice is focused on providing retirement planning and strategies for individuals and small businesses. His knowledge of plan types, options and their specific applications enable him to create customized strategies for his clients. David uses his investment background to help his clients as they manage their risk while striving to potentially increase their overall portfolio value over the long term, and he also suggests tax deferral strategies to further address additional savings needs. His goal is to provide outstanding ongoing service while building long term relationships and providing comprehensive planning.
David has been quoted in a variety of publications including Investment News. He holds securities registrations Series 7 and 66 and is licensed for life and health in the state of Ohio. He has successfully completed the requirements to achieve the designation of (AIF) Accredited Investment Fiduciary®.
Memberships
Memberships Midwest Railway Preservation Society
Former Board Member
Education
Baldwin-Wallace College
BA, Economics
California Insurance License #: 4097247
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Lakeside Financial Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.