David Chatham
David Chatham is a registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 36 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
825 Town and Country Ln Ste 300, [Lx-Rbo], Houston, TX, 77024
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
July 2012Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
World Choice Securities, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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
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