Tricord Wealth Advisors
43yrs
Top advisor by experience in Worthington
5yrs
David Needs has worked in the financial industry for 5 years and is a financial advisor based in Worthington, Ohio. David has been with Primerica Advisors since 2021. Primerica Advisors offers investment management and is paid through a percentage of assets.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office438 E Wilson Bridge Rd Suite 100-E, Worthington, OH 43085
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact David
(833) 786-0550Firm headquarters in Duluth, GA. Ask for David. 438 E Wilson Bridge Rd Suite 100-EWorthington, OH 43085Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Primerica Advisors at (833) 786-0550 and ask for David Needs. David works from the Worthington, OH office.
How long has David been a financial advisor?
David has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does David hold?
No exams are listed on the official record.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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