David Welborn, financial advisor Bentonville AR

David Welborn

CRD Number: 6643951
Current Firm: Family Legacy Planning

David Welborn (CRD# 6643951) is an Investment Advisor Representative working at Family Legacy Planning in Bentonville, AR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Flp Wealth Management, LLC Bentonville, AR Apr 2016 - Current 7
W. Properties, LLC Rogers, AR Dec 2008 - Current 15
Family Legacy Planning, Inc. Bentonville, AR Apr 2004 - Current 19
Ae Wealth Management, LLC Bentonville, AR May 2016 - Mar 2020 3
Rogers Pizza, LLC Bentonville, AR Dec 2014 - Jun 2019 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for David C. Welborn
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $143,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, LA, TX

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