DB
DB

David B Bennett

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
11,572 clients
Average Client Portfolio
$261K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
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Location

15110 Dallas Parkway, Suite 500, Dallas, TX, 75248

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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 ActivitiesSells Insurance

David works as an insurance agent selling life, health, fixed annuities, accident, long-term care, disability, and Medicare supplement insurance products. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Advisor Resource Council
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Next Financial Group, INC.
July 2021 - December 2021 · 5 mos
Next Financial Group, INC.Broker
September 2012 - December 2021 · 9 yrs 3 mos
Cambridge Investment Research, INC.Broker
August 2009 - October 2012 · 3 yrs 2 mos
Mutual Service CorporationBroker
October 2003 - August 2009 · 5 yrs 10 mos
Walnut Street Securities, INC.Broker
September 2002 - October 2003 · 1 yr 1 mo
State Registrations1 state
MS
Advisor
Exams
No exam information available for this advisor.