David Backal, financial advisor Cherry Hill NJ

David Backal

CRD Number: 2431183
Current Firm: United Planners' Financial Services Of America A Limited Partner

David Backal (CRD# 2431183) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cherry Hill, NJ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Backal Pomerantz Wealth Management Cherry Hill, NJ Jan 2014 - Current 10
Rbcha Cherry Hill, NJ Jul 2013 - Current 10
United Planners Financial Services Of America Scottsdale, AZ Feb 2005 - Current 19
Backal Financial Services Cherry Hill, NJ Dec 2004 - Current 19
David C Backal Cherry Hill, NJ Sep 1995 - Current 28
Congregation Beth El Voorhees, NJ May 2017 - May 2019 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Sep 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David C. Backal
Phone Number: 480-991-0225
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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