AXA Advisors - David I. Bacall, Vice President Southern Division

Welcome to our website! The Bacall District of AXA Advisors is on the move. We are currently looking to fill a few open positions in the Tri-State Area. This site is designed as an educational tool, to help you learn the benefits and strategies to planning. Please visit often!

David I. Bacall has been helping people in his community for over 18 years. Having served as a local businessman and volunteer for the ambulance and police departments, he knows a great deal about serving people and helping them meet their financial goals. "My ideals in sharing my financial knowledge are highly visible in my client relations. I prefer to educate my clients about their financial product portfolios rather than just helping to manage them." Bacall stated. 

In his duties as a Divisional Vice President  for AXA Advisors, LLC, David manages a team of highly educated Financial Professionals. Each member has a specific focus and, together they complement each other and ensure a well rounded approach to Financial Planning and Risk Management. He is currently looking to add two new individuals to our group. A good candidate would be a highly motivated, caring and organized individual with good communication skills and a history of success.  To learn more about the career opportunities we have in the area please click here to watch our video.

David has personally been awarded the title of Retirement Planning Specialist by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Program participants have additional training and resources to provide additional support to America's growing baby boomer population. These "At Retirement" individuals are close to or in their retirement years and require an additional level of planning, especially in these turbulent times.  Read more about the program he attended and how that has helped his clients by clicking on the Wharton logo above. David is approved to offer continuing education credits to CPAs and Attorneys in this and other specific areas of expertise.

While his team advises individuals and businesses from coast-to-coast, David currently lives with his wife and daughter in Santa Monica. This central location makes it easy for him, and his team, to work with clients throughout the local area and beyond.

David I. Bacall holds the FINRA securities Registrations for the Series 7, 66 and 24, and is licensed for Life, Health, Disability and Long term Care Insurance. For further information he can be reached at 310-734-6269 or at 212-316-3645 or by clicking on my email on this page. we look forward to working with you soon!!!
AXA Advisors is an Affirmative Action, Equal Opportunity Employer. M/F/D/V
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