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David M. Roth

Independent Financial Planner at Securities America Inc

Based in White Salmon, United States

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Seniority

Staff

Department

Finance & Accounting

Location

White Salmon

Industry

Financial Services

Company size

467

Contact information

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Email

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d•••••••@securitiesamerica.com

Phone

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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.

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