Welcome to our website!
David I. Bacall has been helping people in his community for over 18 years. Having served as a local businessman and volunteer for both 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 new individuals to his group based in
While David and his team have wide scope of practice, he is proud to have 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
While his team advises individuals and businesses from coast-to-coast, David currently lives with his wife and daughter in
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 310-909-7059 or at 212-316-3645 ,by clicking on email or viewing his Bio Page . We look forward to working with you soon!!!
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