David Barol
Investment adviser representative at Creativeone Securities, LLC
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Creativeone Securities, LLCMar 2023 to now
- Securities America Advisors, Inc.Feb 2019 to Mar 2023
- Securities America, Inc.Feb 2019 to Mar 2023
- Questar Asset ManagmentOct 2017 to Feb 2019
- Questar Capital CorporationOct 2017 to Feb 2019
- Lincoln Financial AdvisorsApr 2016 to Oct 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (PA).
Creativeone Securities, LLC
$2.5BAssets managed
12,485Clients
124Advisers
13 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
- 2435166
- Firm CRD
- 152974