Jesse Dare (CRD# 7381501) is an Investment Advisor Representative working at Primerica Advisors in Flowood, MS and has over 2 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Havarti Risk Services | Indianapolis, IN | Dec 2022 - Current | 1 |
Pfs Investments Inc. | Flowood, MS | May 2021 - Current | 3 |
Primerica Financial Services | Flowood, MS | May 2021 - Current | 3 |
Blue Cross & Blue Shield Of Mississippi | Flowood, MS | May 2015 - May 2021 | 6 |
Anthem Blue Cross & Blue Shield | Saint Louis, MO | Nov 2010 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2021 |
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- MS
- TX
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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