David Barnes, MBA
Regional Vice President
A noted speaker, lecturer and financial educator with over 27 years experience in the financial services and information technology industries, David Barnes has vigorously pursued and successfully developed financial strategies for investors, corporate America, and Wall Street institutions. A graduate of the Jerry Rawls College of Business Administration he holds a Bachelor of Finance from Texas Tech University and a Masters of Business Administration with an emphasis in marketing and statistics from Southwestern Oklahoma State University. David holds the following FINRA Registrations: 7, 63, and 66 through LPL Financial. David also holds a Life/Health/Disability Insurance License.
Throughout his career David has served as President, Executive Vice President, and Board Member to a select number of innovative ground-breaking financial, technology, and Fortune 500 firms. The primary principle of David’s philosophy is that an educational foundation is the primary key to success. In a world dependent upon yet mired in an information fog, it’s proliferation from every source, every moment through every means has served instead to contradict rather than to enhance our common understanding. It is with this paradox in mind that David is engaged in a number of initiatives both educationally, media oriented and solution based to advance the concept that insight, (not just information or advice but rather a cultivated awareness) is where real economic revelation begins.
David is an Investment Advisor Representative with LPL Financial and/or Householder Group Estate & Retirement Specialists specializing in developing and implementing retirement and estate plans for private clients. David’s financial practice incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation portfolios and protective income strategies in order to focus on capital preservation, long-term viability, and multi-generational wealth management.
In addition to his professional achievements, David is an active member of his community. An advocate of accountable and responsible stewardship he participates in the Chamber of Commerce, has coached youth football in his local community, member of the Rotary Club and founded and chairs the Business Briefing a mentoring and networking group. David is a devoted father to his five children and grandson and enjoys donating his time and energy to various civic needs, community projects, and charitable events.
We don’t represent a group of investment products, we represent you.
1425 Greenway Dr., Suite 160
Irving, TX 75038