David M. Roth
Independent Financial Planner at Securities America Inc
Based in White Salmon, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
White Salmon
Industry
Financial Services
Company size
467
Contact information
Reveal David's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
d•••••••@securitiesamerica.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About David M. Roth
Mr. Roth has been working in the financial industry for more than twenty years. As the founder of Fair Planet Advisors represents the culmination of Mr. Roth's years of professional experience combining his passion for protecting the goals and dreams of his clients and doing so in a sustainable manner. Mr. Roth has extensive personal and professional experience. He holds a Bachelor of Science in Accounting, Series 7 and 66 licenses, and Insurance Licenses for Annuity, Life Insurance and Disability based insurance products. He, his wife and their three sons call the The Columbia River Gorge home, and enjoy hiking, camping, skiing, and fishing in this awe inspiring region. Mr. Roth regularly serves on a number of local boards and community projects. Fair Planet Advisors is dedicated to developing lasting relationships with you, our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to a more secure financial future. We looking forward to using our expertise to help you pursue your financial goals. Please visit our website for full disclosure along with detailed informationI. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. Fair Planet Advisors and Securities America are separate entities. Third-party comments may not be representative of all client experiences.
Decision-makers
Other people at Securities America Inc
- DCStaff
Darrell Claytor
Registered Representative · Sales & Business Development
- JADirector
Jeff Andruschat
Investment Executive · Finance & Accounting
- AMStaff
Allison MacLeod
Rep Relations Specialist · Customer/Client Service
- LHStaff
Lu Hug
Support Specialist · Customer/Client Service
- LHStaff
Lance Harshbarger
Behavioral Financial Advisor (Bfa) · Finance & Accounting
Build a list of verified contacts at Securities America Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like David
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime