David Wells (CRD# 7280582) is an Investment Advisor Representative working at Archway Private Wealth LLC in Ruislip, and has over 3 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archway Private Wealth LLC | Winter Garden, FL | Feb 2021 - Current | 3 |
| Beacon Global Advisor Network, LLC | Ruislip, Middlesex, | Jul 2020 - Current | 3 |
| Holborn Assets | Manchester, | Jun 2019 - Current | 4 |
| Holburn Assets | Dubai, | Dec 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- TX
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Total Assets Under Management5MILLIONS
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Total Number of Accounts19ACCOUNTS
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Average Account Value$272,772
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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