DH
DH

David Hallmark

17 Years of Experience
Pulaski, TN
BrokerSells Insurance

David Hallmark is a registered investment advisor, based in Pulaski, TN, with 17 years of industry experience.

Location

317 W Madison Street, Pulaski, TN, 38478

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a financial professional and vice president at CB&S Financial Services, a financial and insurance services company, since February 2025. He dedicates nearly full-time hours to this role, including a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Concourse Financial Group Advisors
June 2023 - February 2025 · 1 yr 8 mos
Concourse Financial Group Securities, INC.Broker
May 2023 - February 2025 · 1 yr 9 mos
Truist Advisory Services, INC.
September 2016 - May 2023 · 6 yrs 8 mos
Truist Investment Services, INC.Broker
March 2016 - May 2023 · 7 yrs 2 mos
Suntrust Investment Services, INC.
March 2016 - December 2016 · 9 mos
Bbva Wealth Solutions INC.
July 2015 - March 2016 · 8 mos
Bbva Securities INC.Broker
July 2015 - March 2016 · 8 mos
LPL Financial LLC
October 2014 - November 2014 · 1 mo
LPL Financial LLCBroker
October 2011 - November 2014 · 3 yrs 1 mo
Uvest Financial Services Group, INC.Broker
March 2009 - October 2011 · 2 yrs 7 mos
Morgan Keegan & Company, INC.Broker
May 2007 - August 2008 · 1 yr 3 mos
State Registrations4 states
ALGAMSTN
AdvisorBrokerBoth

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
No exam information available for this advisor.
David Hallmark - Financial Advisor | TrueAdvisor