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David Green

Wells Fargo Advisors
37 Years of Experience
Idaho Falls, ID
2 DisclosuresBroker
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David Green is a registered investment advisor at Wells Fargo Advisors, based in Idaho Falls, ID, with 37 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

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Location

1135 Pier View Dr, Ste 170 & 140, Idaho Falls, ID, 83402

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History

Regulatory History (2)
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
November 2011
Denied
Customer Dispute
August 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David has ownership stakes in three investment-related LLCs: D&JO, LLC (100%), Green Wealth Management, LLC (50%), and Mountain Crest Wealth Management II, LLC (25%). He spends nearly full-time hours per month on these activities.

Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2011 - September 2022 · 10 yrs 11 mos
Wells Fargo Clearing Services, LLC
October 2011 - September 2022 · 10 yrs 11 mos
Key Investment Services LLCBroker
January 2006 - October 2011 · 5 yrs 9 mos
Key Investment Services LLC
January 2006 - October 2011 · 5 yrs 9 mos
Mcdonald Investments INC.
August 2003 - December 2005 · 2 yrs 4 mos
Mcdonald Investments INC.Broker
October 2001 - December 2005 · 4 yrs 2 mos
Wells Fargo Investments, LLCBroker
October 2001 - October 2001 · 0 mos
Wells Fargo Van Kasper, LLCBroker
July 1999 - October 2001 · 2 yrs 3 mos
First Security Investor Services, INC.Broker
August 1991 - July 1999 · 7 yrs 11 mos
First American National Securities, INC.Broker
July 1989 - August 1991 · 2 yrs 1 mo
State Registrations10 states
AZCACOIDMTNMNVTXUTWA
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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