David Reardon
Professional Summary
David Reardon, who also goes by Dave Reardon, David Edward Reardon, is a registered financial advisor currently at PFS INVESTMENTS INC. located in Duluth, Georgia and PRIMERICA BROKERAGE SERVICES, INC. located in Duluth, Georgia. David is registered as a RR (Registered Representative) and started their career in finance in 2002. David has worked at 2 firms and has passed the Series 99TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dave Reardon, David Edward Reardon
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
PRIMERICA BROKERAGE SERVICES, INC.
Contact Information
Main Address
1 Primerica Parkway, Duluth, GA 30099Mailing Address
1 Primerica Parkway, Duluth, GA 30099Phone Number
(770) 381-1000Established
Georgia since 05/20/2022Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRIMERICA FINANCE CORPORATION | DIRECT OWNER | — |
| COLEY, DASIA DEBORAH | CHIEF FINANCIAL OFFICER / FINOP | 6760291 |
| NEMETZ, WILLIAM JAMES | DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF OPERATIONS OFFICER | 4589878 |
| SUTTON, MISTY MICHELLE | DIRECTOR, CHIEF EXECUITVE OFFICER & PRESIDENT | 4835553 |
| WEIGLE, BRIAN STEVEN | DIRECTOR & EXECUTIVE VICE PRESIDENT | 4131816 |
| WELLS, MICHAEL KURT | EXECUTIVE VICE PRESIDENT & TREASURER | 5999501 |
| WOODRING, DANIEL AARON | EXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | 4028705 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2002About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Reardon's CRS (Customer Relationship Summary).
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