David F. Bello
Professional summary
David Francis Bello, CFP®, who also goes by Dave Bello, is a registered financial advisor currently at BELLOADVISERS, LLC located in Kailua, Hawaii.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. David has worked at 5 firms and has passed the Series 65, Series 63 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Francis Bello's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1995
Experience
July 16, 2013 - Present
BELLOADVISERS, LLC
May 28, 1996 - June 12, 1998
FSC SECURITIES CORPORATION
September 7, 1979 - April 10, 1996
PRINCIPAL SECURITIES, INC.
May 20, 1977 - August 3, 1979
SENTRY EQUITY SERVICES, INC.
January 2, 1974 - June 12, 1977
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/16/2013)
Exams
Series 1
Date: 12/26/1973
Registered Representative ExaminationCurrent Firm
BELLOADVISERS, LLC
CRD#: 167919 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 155 |
| AUM (Assets Under Management) | $ 95,000,000 |
Red Flags
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