David
Welland
Pfs Investments Inc
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About this Advisor
David Welland is a financial advisor based in Ballwin, Missouri, working with Pfs Investments Inc. David has previously held positions at The Boeing Company, Mcdonnell Douglas Aircraft, Wunderlich/Soto Real Estate Company, Primerica Financial Services, Pfs Investments Inc, and Weichert Referral Associates. David has passed the Series 63 regulatory exam and is registered to provide services in Missouri. Currently, David is part of Pfs Investments Inc, which operates out of Ballwin, Missouri. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
David Welland Work History
Weichert Referral Associates
Pfs Investments Inc
Primerica Financial Services
Wunderlich/Soto Real Estate Company
The Boeing Company
Mcdonnell Douglas Aircraft
Disclosures
Please visit the SEC profile of David Welland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
