Welford Farmer is a registered investment advisor at D.A. Davidson & CO., based in Richmond, VA, with 44 years of industry experience. Welford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4901 Libbie Mill East Blvd., Suite 210, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Welford is a trustee for his parents' marital trust since 2002. This activity is not investment-related.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Scott & Stringfellow, LLCBroker
Scott & Stringfellow, LLC
Scott & Stringfellow, INC.Broker
Branch, Cabell and CompanyBroker
Scott & Stringfellow, INC.Broker
Wheat, First Securities, INC.Broker
State Registrations11 states
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