David
Means
Means Wealth Management
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About this Advisor
David Means is a financial advisor working out of Greenville, South Carolina with 1 year of relevant experience. Means is an advisor for Means Wealth Management. Throughout their career, Means has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Means Wealth Management. Means holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Means Wealth Management is a registered investment business headquartered in Bangor, ME. It has offices in four locations and a total of 19 financial advisors. It has $744 million in assets between its 2,817 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises 15 charities and foundations. Of its 2,817 accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars and other services. Financial advisory fee schedules depend on which service is offered. Fee types billed by Means Wealth Management can include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Means Wealth Management Brokerage Details
$743,799,162
19
2,817
$264,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Means Work History
David has been registered as a financial advisor for 1 years.*
Means Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Means to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Means Wealth Management
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Greenville, SC
Bangor, ME
Greenville, SC
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