David Abeles, financial advisor Hagerstown MD

David Abeles

CRD Number: 4268045
Current Firm: Wells Fargo Clearing Services, LLC

David Abeles (CRD# 4268045) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Hagerstown, MD and has over 20 years of experience in the finance industry. David Abeles 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.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Hagerstown, MD Nov 2016 - Current 4
Wells Fargo Advisors LLC Hagerstown, MD May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for David M. Abeles
Phone Number: 314-875-3000
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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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