David Holdsworth
David Holdsworth is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2010Customer Dispute
May 1999Customer Dispute
May 1999Other Business Activities
David is involved in several business activities, including ownership in 3-D Partnership, Holdsywholesale LLC, Holdsworth 72 LLC, Holdsworth GP, LLC, and Holdsywholesale LLC DBA Holdsy Trailers Rentals. He also advises his son's landscaping business, acts as power of attorney for his aunt, and serves on the board of directors for Quincehaven HOA; these activities take a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Ferris, Baker Watts IncorporatedBroker
Thomas James Associates, INC.Broker
State Registrations16 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.