David Bean strives to help his clients attain their financial goals.
As a Financial Advisor at HomeTrust Investment Services and Advisor Representative at Osaic Institutions, David works toward ensuring portfolio objectives become attainable for all through his understanding of financial products, including annuities; market solutions such as stocks, bonds, mutual funds, UITs, REITs, ETFs, and more; life insurance; and long term care.
Among his many clients are those seeking to grow their retirement planning options and considerations, as well as young professionals looking to gain a foothold in the world of investing
His approach is also straightforward — making sure his clients’ money is working as hard for them as they did for it.
Previously, David worked in an advisory role for Bankers Life Securities Inc. and Bankers Life Advisory Services Inc. and as a licensed insurance agent for Bankers Life and Casualty Company. He earned a Bachelor of Science in government politics and policy from Liberty University and holds life, annuity, health, and long term care insurance licenses in North Carolina, South Carolina, and Virginia, in addition to his Series 7 and 66 registrations.
Born and raised in Raleigh, he attends Holy Trinity Anglican Church, serves on the leadership team for the Liberty University Raleigh-Durham Alumni Chapter, and remains involved with North Carolina Museum of History Associates.
He also plays golf and heads West most years to ski, counting Sun Valley, Whistler Blackcomb, Breckenridge, Copper Mountain, Vail, Solitude, Brighton, Lake Tahoe, Banff, and a small ski area known as Loveland among the spots he has frequented.
He currently lives in Cary, North Carolina.
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Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. HomeTrust Investment Services is a trade name of HomeTrust Bank. Osaic Institutions and HomeTrust Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
The Osaic Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Tennessee, and Virginia.
