David A Bell
Also appears in the source record as: Buddy Bell; David Austin Bell
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Not registered in this capacity
- Exams passed (4)
- Series 7TOSIESeries 7Series 63
- Registered states
- Not yet retrieved from the source record
- Years in the industry (source record)
- 31
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Primerica Advisors
- Firm CRD
- 10111
- SEC number
- 801-72263
- Assets under management
- $15.5B as of Mar 20, 2026
- Website
- www.youtube.com/user/primerica ↗
- Phone
- 833-786-0550
- Firm location
- Duluth, GA, 30099-0001
Employment history (12)
From the source registration record · current first
-
start not retrieved → present
-
Whitaker Securities LLCGarden City, NY · BC capacityJan 14, 2016 → Feb 28, 2021
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Dinosaur Financial Group, L.L.CNew York, NY · BC capacityJul 23, 2015 → Dec 21, 2015
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Seidel & Co., LLCNew York, NY · BC capacitySep 2, 2014 → Jun 16, 2015
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The Vertical GroupRed Bank, NJ · BC capacityJan 16, 2014 → Aug 18, 2014
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Tullett Prebon Financial Services LLCNew York, NY · BC capacityJun 11, 2013 → Jan 22, 2014
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Standard Credit Securities Inc.New York, NY · BC capacityDec 5, 2008 → May 7, 2013
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Newedge USA, LLCNew York, NY · BC capacityAug 1, 2000 → Dec 9, 2008
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Sg Cowen Securities CorporationNew York, NY · BC capacityJul 1, 1998 → Aug 1, 2000
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Cowen & Co.New York, NY · BC capacityMar 8, 1993 → Jul 1, 1998
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Fundamental BrokersBC capacityApr 16, 1991 → Aug 4, 1992
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Liberty Brokerage Inc.Jersey City, NJ · BC capacityMay 10, 1989 → Mar 27, 1991
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.