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David Belport

Wells Fargo Advisors
42 Years of Experience
Hilton Head Island, SC
3 DisclosuresBroker
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David Belport is a registered investment advisor at Wells Fargo Advisors, based in Hilton Head Island, SC, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

Hilton Head Island, SC

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Denied
Customer Dispute
January 1995
Settled
Customer Dispute
November 1993
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David has 100% ownership of DCB Asset Management, providing cash and tax management for Finet Practice. This investment-related activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2008 - March 2023 · 14 yrs 3 mos
Wells Fargo Clearing Services, LLC
December 2008 - March 2023 · 14 yrs 3 mos
UBS Financial Services INC.
October 1995 - December 2008 · 13 yrs 2 mos
UBS Financial Services INC.Broker
May 1990 - December 2008 · 18 yrs 7 mos
Shearson Lehman Hutton INC.Broker
February 1988 - May 1990 · 2 yrs 3 mos
E. F. Hutton & Company INCBroker
April 1983 - February 1988 · 4 yrs 10 mos
State Registrations18 states
AZCACOCTFLHIMAMDMIMONCNJNYORPARISCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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