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About this Advisor
David Bell is an investment advisor whose office is in Raleigh, North Carolina. Currently a registered advisor at Proequities, Inc, Bell has a notable 35 years of professional experience as a registered advisor. Bell holds a Series 63 license, qualifying them as a securities agent. Bell is able to work with clients in North Carolina. During their career, the advisor has held roles at Advisors Financial Group, Protective Life Corp, First Heartland Capital, Inc and Proequities Inc. Proequities, Inc is located in Raleigh, North Carolina, and operates out of 351 other offices across the nation. As a company, Proequities, Inc manages $3 billion in assets dispersed across 19,959 accounts and employs more than 1,609 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 17,075 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Proequities, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Proequities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Bell Work History
David has 35 years of experience.
First Heartland Capital, Inc
Advisors Financial Group
Protective Life Corp
David Bell has no disclosures.
Please visit their SEC profile for more details.