David Phares
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Shelbyville, IN 46176-1934
Credentials
CFP®, Series 66
Industry experience
11 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Wealth management
Work history
Edward Jones
2014 - Present (12 years)
DMET
2005 - 2017 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Seth S
CFP®
Franklin, IN
Pillar Wealth LLC
Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.
Erin L
Series 66
Indianapolis, IN
Edward Jones
Blake B
Series 66
Franklin, IN
Edward Jones
Meghan H
Series 63, Series 66
Shelbyville, IN
Edward Jones
Tonya R
Series 66
Greensburg, IN
Edward Jones
Crystal N
CFP®, Series 66
Shelbyville, IN
Edward Jones
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