David
Goar
Promontory Financial Planning, LLC
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About this Advisor
David Goar is a financial advisor based in Farmington, Utah, working with Promontory Financial Planning, LLC. David has previously held positions at UBS Financial Services Inc, Research Financial Strategies, Purshe Kaplan Sterling Investments, Reutemann Financial Solutions, Inc, Goar Financial Services, and Promontory Financial Planning. David has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, David is part of Promontory Financial Planning, LLC, which operates out of Farmington, Utah. The firm has 6 offices and 10 employees. The firm manages assets totaling $263.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Promontory Financial Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Promontory Financial Planning, LLC Brokerage Details
$263,000,000
10
570
$461,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Goar Work History
Promontory Financial Planning
Goar Financial Services
Purshe Kaplan Sterling Investments
Research Financial Strategies
Reutemann Financial Solutions, Inc
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of David Goar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Promontory Financial Planning, LLC
Farmington, UT
Spanish Fork, UT
Farmington, UT
Farmington, UT
Layton, UT
Logan, UT
Layton, UT
Farmington, UT
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