DAVID MICHAEL GOAR

C19

IAR CRD 5280219·Industry start 2007-03-22

Identity

Legal name

DAVID MICHAEL GOAR

CRD

5280219

NPN

—

Career

Previous employments

UBS FINANCIAL SERVICES INC.2007-03-23

RESEARCH FINANCIAL STRATEGIES2015-04-08

Current branches

PURSHE KAPLAN STERLING INVESTMENTS

PROMONTORY FINANCIAL PLANNING, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

2007-03-22

Est. age

41

Age confidence

—

Est. birth year

1985

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

1

PROMONTORY FINANCIAL PLANNING, LLC