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David Brian Bell

Cape Investment Advisory, Inc.

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About David Brian Bell

David Brian Bell is a financial professional with over 20 years of experience in the industry. David is currently registered as an Investment Advisor Representative with Cape Investment Advisory, Inc. David has also held previous roles with Lincoln Investment, Legend Equities Corporation, American General Securities Incorporated and Franklin Financial Services Corporation. David is also a Plan Administrator for Governmental DC Plans and DB Plans with ACCG Retirement Services. David specializes in working with individuals and families to help them achieve their financial goals. David is dedicated to providing his clients with personalized service and comprehensive financial planning.

Firm Information

David Bell is currently registered with Cape Investment Advisory, Inc.. Cape Investment Advisory, Inc. is an investment advisory firm headquartered in McDonough, Georgia, with a total of 40 investment adviser representatives. The firm manages approximately $365 million in assets, providing financial planning, pension consulting, and portfolio management services for individuals and businesses. They also offer educational seminars and select other advisors. The firm's services are tailored to meet the needs of high-net-worth individuals, pension and profit-sharing plans, and other individual clients.
Cape Investment Advisory, Inc.

1600 PENNSYLVANIA AVE.

MCDONOUGH, GA 30253

$365.21M

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Bell’s Registration & Firm History

GA

08/29/2017 - Present

Cape Investment Advisory, Inc. (Monroe GA)

GA

09/28/2017 - 12/31/2020

CAPE SECURITIES INC. (MCDONOUGH GA)

GA

01/03/2017 - 08/03/2017

LINCOLN INVESTMENT (MONROE GA)

GA

10/19/2005 - 01/03/2017

LEGEND EQUITIES CORPORATION (MONROE GA)

AZ

10/01/2002 - 10/21/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

08/04/2000 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Brian Bell.
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