David Vela, financial advisor Lafayette LA
63 score

David Vela

CRD Number: 1984682
Current Firm: Fmsa

David Vela (CRD# 1984682) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Fmsa Lafayette, LA Feb 2011 - Current 5
Oxford Asset Mgmt Brownsville, TX Feb 2004 - Feb 2011 7
Sws Financial Services Brownsville, TX Jan 2007 - Jun 2009 2
Aig American General Life Insurance Company Brownsville, TX Dec 2003 - Dec 2007 4
American General Securities Incorporated Brownsville, TX Feb 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Investigation
Get Details on the FINRA Advisor Check site
Contact Info for David W. Vela
Phone Number: 337-984-7744
Firm Website: http://www.myfmsa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, LA, TX

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BADGES
63

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