David Welland (CRD# 1317611) is an Investment Advisor Representative working at Primerica Advisors in Ellisville, MO and has over 36 years of experience in the finance industry. David Welland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weichert Referral Associates | Morris Plains, NJ | Jul 2016 - Current | 7 |
| Pfs Investments Inc. | Ellisville, MO | May 2003 - Current | 21 |
| Primerica Financial Services | Ellisville, MO | Sep 1987 - Current | 36 |
| Wunderlich/soto Real Estate Company | Cape Girardeau, MO | May 1991 - Jun 2016 | 25 |
| The Boeing Company | St Louis, MO | Feb 1986 - Jan 2015 | 28 |
| Mcdonnell Douglas Aircraft | St. Louis, MO | Feb 1986 - Jan 2015 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1988 |
- MO
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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