DB
DB

David Brian Bell

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
33 advisors
Number of Clients
1,634 clients
Average Client Portfolio
$246K average
Assets Under Management
$402.4M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$350
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Location

Monroe, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the Regional Client Manager for ACCG Retirement Services, assisting in the enrollment and servicing of County Government Employee Retirement Plans in Georgia. This role takes nearly a full-time commitment.

Employment History
Current Registrations
Cape Investment Advisory, INC.
August 2017 - Present · 8 yrs 6 mos
American Global Wealth Management, INC.
August 2017 - Present · 8 yrs 6 mos
American Global Wealth Management, INC.Broker
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Cape Securities INC.Broker
September 2017 - December 2020 · 3 yrs 3 mos
Legend Advisory, LLC
March 2017 - August 2017 · 5 mos
Lincoln Investment
February 2017 - August 2017 · 6 mos
Lincoln InvestmentBroker
January 2017 - August 2017 · 7 mos
Legend Equities CorporationBroker
October 2005 - January 2017 · 11 yrs 3 mos
American General Securities IncorporatedBroker
October 2002 - October 2005 · 3 yrs
Franklin Financial Services CorporationBroker
August 2000 - October 2002 · 2 yrs 2 mos
State Registrations3 states
GAMSSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Brian Bell - Financial Advisor | TrueAdvisor