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CFP
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CFP

David Edwards

Wells Fargo Advisors
33 Years of Experience
Arlington, VA
Broker
View SEC Summary
View SEC Summary

David Edwards is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Arlington, VA, with 33 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

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

2213 N Glebe Rd, Arlington, VA, 22207

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David serves as durable power of attorney for his mother's financial affairs. This requires minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2025 - Present · 1 yr 6 mos
Wells Fargo Advisors
May 2025 - Present · 1 yr 6 mos
Previous Registrations
Eagle Strategies LLC
October 2024 - May 2025 · 7 mos
Nylife Securities LLCBroker
December 2023 - May 2025 · 1 yr 5 mos
Morgan Stanley
June 2019 - December 2022 · 3 yrs 6 mos
Morgan StanleyBroker
June 2019 - December 2022 · 3 yrs 6 mos
Charles Schwab & CO., INC.
October 2016 - June 2019 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
October 2016 - June 2019 · 2 yrs 8 mos
Raymond James Financial Services Advisors, INC
August 2015 - August 2016 · 1 yr
Raymond James Financial Services, INC.Broker
August 2015 - August 2016 · 1 yr
Ameriprise Financial Services, INC.
April 1992 - May 2015 · 23 yrs 1 mo
Ameriprise Financial Services, INC.Broker
February 1992 - May 2015 · 23 yrs 3 mos
Ids Life Insurance CompanyBroker
February 1992 - July 2006 · 14 yrs 5 mos
State Registrations3 states
DCMDVA
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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