David Bailey, financial advisor Rockledge FL

David Bailey

CRD Number: 6241388
Current Firm: Primerica Advisors

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.

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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
Contact Info for David E. Bailey
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
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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