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Advisors / Pennsylvania / Lititz
8yrs

David Bender

Financial advisor at Primerica Advisors

Based in Lititz, Pennsylvania, David Bender is a fiduciary financial advisor with 8 years of industry experience. David joined Primerica Advisors in 2023, a firm offering investment management. The firm is paid through a percentage of assets.

One of 37 advisors with offices in Lititz, and one of 35 fiduciaries.

Lititz, PA 17543Fiduciary advisor

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office201 N Broad St Suite C, Lititz, PA 17543
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now

Questions to ask David

Tailored to David’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About David

How do I contact David?

Call Primerica Advisors at (833) 786-0550 and ask for David Bender. David works from the Lititz, PA office.

How long has David been a financial advisor?

David has been in the industry since 2018, about 8 years. 8 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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