David Rabenold
David Rabenold is a registered investment advisor at Primerica Advisors, based in Allentown, PA, with 33 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
7310 Tilghman Street, Suite 500A, Allentown, PA, 18106
Get directionsHistory
Regulatory History (7)
Judgment / Lien
August 2021Judgment / Lien
March 2018Judgment / Lien
January 2018Customer Dispute
September 2008Customer Dispute
February 2003Customer Dispute
March 2002Customer Dispute
March 2000Other Business Activities
David sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan product sales and home service referrals.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ronald WeberPrimerica Advisors
- Gregory Russo, ChFC
- Thomas Sylvester, CFPChoreo, LLC
- Camerone Giancaterino, CFPChoreo, LLC
- William Smith, CFA
- David Hummel, ChFCMML Investors Services, LLC