David Leland, financial advisor Winston Salem NC
96 score

David Leland

CRD Number: 1922266
Current Firm: Westhampton Capital

David Leland (CRD# 1922266) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Westhampton Capital LLC Winston-salem, NC Oct 2007 - Current 9
Mutual Trust Life Insurance Company Charlotte, NC Jan 1997 - Current 19
The Concord Equity Group Charlotte, NC Aug 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for David A. Leland
Phone Number: 336-725-5579
Registered State(s):
  • IN
  • TX
  • NC
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $508,956
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IN, NC, NH, TX, VA

Ready to hire a financial advisor? Get competitive proposals from David Leland and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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