David Nelson (CRD# 1966623) is an Investment Advisor Representative working at Wells Fargo Advisors in Pocatello, ID and has over 34 years of experience in the finance industry.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Pocatello, ID | Oct 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Boise, ID | Nov 2016 - Oct 2022 | 5 |
| Wells Fargo Advisors LLC | Boise, ID | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- ID
- NM
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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