Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top advisor by experience in Rockledge
10yrs
Based in Rockledge, Florida, David Bailey is a fiduciary financial advisor with 10 years of industry experience. David joined Primerica Advisors in 2016, a firm offering investment management. The firm is paid through a percentage of assets.
One of 79 advisors with offices in Rockledge, and one of 75 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office1217 Admiralty Blvd, Rockledge, FL 32955
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.
Career
- 2016 – nowPFS Investments Inc.Current firm
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 Bailey. David works from the Rockledge, FL office.
How long has David been a financial advisor?
David has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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