David Bailey (CRD# 6241388) is an Investment Advisor Representative working at Primerica Advisors in Rockledge, FL and has over 7 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Six Digit Yacht Club Inc. | Rockledge, FL | Oct 2018 - Current | 5 |
Pfs Investments Inc. | Rockledge, FL | Oct 2013 - Current | 10 |
Primerica Financial Services | Rockledge, FL | Aug 2012 - Current | 11 |
Steward Sebastian Hospital | Sebastian, FL | Oct 2018 - Jun 2021 | 2 |
Health First | Melbourne, FL | Sep 2016 - Jun 2021 | 4 |
Indian River County Board Of County Commisioners | Vero Beach, FL | Apr 1989 - Sep 2018 | 29 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
S63 | Uniform Securities State Law Examination | Jun 2016 |
- FL
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Total Assets Under Management8,462MILLIONS
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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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