David Welborn (CRD# 6643951) is an Investment Advisor Representative working at Family Legacy Planning in Bentonville, AR and has over 8 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
Company Name | Location | Dates | Years |
---|---|---|---|
Flp Wealth Management, LLC | Bentonville, AR | Apr 2016 - Current | 8 |
W. Properties, LLC | Rogers, AR | Dec 2008 - Current | 15 |
Family Legacy Planning, Inc. | Bentonville, AR | Apr 2004 - Current | 20 |
Ae Wealth Management, LLC | Bentonville, AR | May 2016 - Mar 2020 | 3 |
Rogers Pizza, LLC | Bentonville, AR | Dec 2014 - Jun 2019 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
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Total Assets Under Management112MILLIONS
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Total Number of Accounts744ACCOUNTS
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Average Account Value$150,736
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, LA, TX
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