David Gilbert, financial advisor Mount Juliet TN

David Gilbert

CRD Number: 2956316
Current Firm: Primerica Advisors

David Gilbert (CRD# 2956316) is an Investment Advisor Representative working at Primerica Advisors in Mount Juliet, TN and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Mount Juliet, TN Sep 1997 - Current 26
Pfs Investments Inc. Mount Juliet, TN Sep 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination May 2011
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 D. Gilbert
Phone Number: 833-786-0550
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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