David Means, financial advisor Greenville SC

David Means

CRD Number: 4790453
Current Firm: Means Wealth Management

David Means (CRD# 4790453) is an Investment Advisor Representative working at Means Wealth Management in Greenville, SC and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Means Wealth Management Greenville, SC Aug 2022 - Current 1
Wells Fargo Clearing Services, LLC Hendersonville, NC Nov 2016 - Aug 2022 5
Wells Fargo Advisors LLC Hendersonville, NC May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for David G. Means
Phone Number: 1-207-947-6763
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    744
    MILLIONS
  • Total Number of Accounts
    2,817
    ACCOUNTS
  • Average Account Value
    $264,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, FL, MA, ME, NC, NH, NY, SC, TX, VA, WA

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