David
Bell

Proequities, Inc

CRD#17313
Investment Advisor
in Raleigh, NC
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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

Series 63, Chartered Financial Consultant

Years of Experience

35 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5904 Six Forks Road Suite 105
Raleigh, NC 27609

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Proequities, Inc Brokerage Details

Total Assets Under Management

$3,378,639,075

NC Average: $1,620,585,161
Total Number of Employees

1,464

NC Average: 52
Total Number of Accounts

20,857

NC Average: 1,560
Average Account Size

$161,991

NC Average: $1,038,837

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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.

2013 - Present (6 years)

Proequities Inc

1999 - 2013 (14 years)

First Heartland Capital, Inc

1983 - Present (36 years)

Advisors Financial Group

1983 - Present (36 years)

Protective Life Corp

Disclosures

David Bell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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