David Barol
Investment Adviser Representative at Creativeone Securities, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Barol is an investment adviser representative with Creativeone Securities, LLC in Elkins Park, PA, where they have been registered since 2023. They have worked in the securities industry since 1994 and have been registered with 8 firms, including Securities America Advisors, Inc. and Questar Asset Management, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
9 states and territories
California, Delaware, Florida, Georgia, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial AdvisorsApr 2016 – Oct 2017Berwyn, PA
- Questar Capital CorporationOct 2017 – Feb 2019Minneapolis, MN
- Questar Asset ManagmentOct 2017 – Feb 2019Minneapolis, MN
- Securities America, Inc.Feb 2019 – Mar 2023Dingmans Ferry, PA
- Securities America Advisors, Inc.Feb 2019 – Mar 2023Dingmans Ferry, PA
- CreativeOne Securities, LLCMar 2023 – no end date reportedOverland Park, KS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creativeone Securities, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investments, annuities, and insurance; hybrid advisory model and sub-advisory services; scalable and customizable advisor platforms; holistic practice support for advisors from traditional investment firms.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 128
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Overland Park, KS
- SEC file number:
- 801-78158
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Creativeone Securities, LLC
Showing 12 of 128 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Barol has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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