David Bell (CRD# 4234206) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Monroe, GA and has over 23 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 3147258
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Global Wealth Management, Inc. | Mcdonough, GA | Aug 2017 - Current | 6 |
| Cape Securities, Inc. | Mcdonough, GA | Aug 2017 - Current | 6 |
| Cape Investment Advisory, Inc. | Mcdonough, GA | Aug 2017 - Current | 6 |
| Legend Advisory LLC | Palm Beach Gardens, FL | Feb 2017 - Jul 2017 | < 1 |
| Lincoln Investment | Monroe, GA | Jan 2017 - Jul 2017 | < 1 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Oct 2005 - Jul 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- GA
-
Total Assets Under Management365MILLIONS
-
Total Number of Accounts1,630ACCOUNTS
-
Average Account Value$224,056
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI
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