David Craig Backal

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → Present
  United Planners Financial Services Of America
  Scottsdale, AZ
• 12/2004 → Present
  Backal Financial Services
  Cherry Hill, NJ
• 07/2013 → Present
  Rbcha
  Cherry Hill, NJ
• 01/2014 → Present
  Backal Pomerantz Wealth Management
  Cherry Hill, NJ
• 05/2017 → 05/2019
  Congregation Beth El
  Voorhees, NJ
• 09/1995 → Present
  David C Backal
  Cherry Hill, NJ

Previous Registrations

• 2003-07-01 → 2005-02-11
  Wells Fargo Clearing Services, Llc
  Marlton, NJ
• 2002-06-07 → 2003-07-01
  Prudential Equity Group, Llc
  Marlton, NJ

Other Businesses

1.) RBCHA - PARTNER - LLC WHICH OWNS OFFICE BUILDING - CHERRY HILL, NJ - SINCE 07/2013 - INVESTMENT RELATED 2.) BACKAL POMERANTZ WEALTH MANAGEMENT - PARTNER - NON-VARIABLE INSURANCE - CHERRY HILL, NJ - SINCE 01/2014 - NOT INVESTMENT RELATED 3.) BACKAL POMERANTZ WEALTH MANAGEMENT - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - CHERRY HILL, NJ - SINCE 01/2014 - INVESTMENT RELATED 4.) DAVID C BACKAL - PARTNER - NON-VARIABLE INSURANCE - CHERRY HILL, NJ - SINCE 09/1995 - INVESTMENT RELATED 5.) MARVIN BACKAL FAMILY TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY - (E.G. POA, TRUSTEE, EXECUTOR) - CHERRY HILL, NJ - SINCE 09/2022 - INVESTMENT RELATED 6.) BARBARA BACKAL REVOCABLE TRUST DATED 4/6/2004 - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - CHERRY HILL, NJ - SINCE 08/2025 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-04
• S63 Uniform Securities Agent State Law Examination
  1996-08-20