David Welborn, financial advisor Bentonville AR

David Welborn

CRD Number: 6643951
Current Firm: Ae Wealth Management, LLC

David Welborn (CRD# 6643951) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Bentonville, AR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Flp Wealth Management Bentonville, AR Apr 2016 - Current 4
Rogers Pizza, LLC Bentonville, AR Dec 2014 - Current 6
W. Properties, LLC Rogers, AR Dec 2008 - Current 12
Family Legacy Planning, Inc. Bentonville, AR Apr 2004 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for David C. Welborn
Phone Number: 866-363-9595
Firm Website: https://www.ae-wm.com
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    8,584
    MILLIONS
  • Total Number of Accounts
    74,292
    ACCOUNTS
  • Average Account Value
    $115,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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