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David B
Series 65
Kingwood, TX
LCM Financial
David Barsalou is a financial advisor with LCM Financial and holds a Series 65 designation. He has two years of experience in the financial industry and also operates a law firm and a tax preparation business, both established in 2013. Barsalou’s background includes roles at Silverstone Private Wealth, LLC, and Lewis Caldwell Mitchell, Inc. Lewis Caldwell Mitchell, Inc. is an independent registered investment adviser providing financial planning, non-discretionary portfolio advice, and pension consulting to a range of clients. The firm delivers tailored advice and ongoing monitoring without discretionary trading, and includes services such as ERISA-focused pension consulting and third-party adviser recommendations.
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