David E Bailey
Investment adviser representative at Primerica Advisors
32 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you David E Bailey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
32 years in the industry.
- Six Digit Yacht Club IncOct 2018 to now
- Pfs Investments Inc.Oct 2013 to now
- Primerica Financial ServicesAug 2012 to now
- Steward Sebastian HospitalOct 2018 to Jun 2021
- Health FirstSep 2016 to Jun 2021
- Indian River County Board of County CommisionersApr 1989 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Primerica Advisors
Legal name: Pfs Investments Inc.
$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6241388
- Firm CRD
- 10111