David Craig Backal
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
24 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2026 to now
- Backal Pomerantz Wealth ManagementJan 2014 to now
- RbchaJul 2013 to now
- United Planners Financial Services of AmericaFeb 2005 to now
- Backal Financial ServicesDec 2004 to now
- David C BackalSep 1995 to now
- Congregation Beth ElMay 2017 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (NJ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2431183
- Firm CRD
- 20804