David Whelly, financial advisor Latham NY
90 score

David Whelly

CRD Number: 1122715
Current Firm: Mutual Of Omaha Investor Services, Inc.

David Whelly (CRD# 1122715) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Latham, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Glens Falls, NY Feb 2007 - Current 9
Mutual/united Of Omaha Poughkeepsie, NY Mar 1982 - Current 34
Mutual Of Omaha Investor Services, Inc. P0oughkeepsie, NY Mar 1982 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for David C. Whelly
Phone Number: 402-351-5770
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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