David B. Barnett, CRC®, LUTCFDirector of Financial Services
Phone: (602) 776-6326 David helps clients clarify their values, goals and expectations in writing, so communication is clear and a comprehensive plan can be tailored to fit their situation. With 23 years of financial planning experience, he is a Investment Adviser Representative with a series 6,7,63 and 26 securities licenses. David is also fully licensed in all aspects of insurance (life, disability, health, auto and home). David's focus on communication and holistic planning balances security with growth for the individual. 
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5300 N Central Ave, Suite 200 Phone: (602) 776-6300 |
Securities offered through 1st Global Capital Corp., member FINRA, SIPC. Investment Advisory Services, including fee-based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through PK Financial Strategies, LLC. PK Financial Strategies, LLC and 1st Global Capital Corp. are unaffiliated entities. We have individuals registered to offer securities in the states of Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Texas, Utah, Virginia, Washington, and Wisconsin. This is not an offer to sell securities in any other jurisdiction.