DG
DG
David Golson
33 Years of Experience
Montgomery, AL
2 DisclosuresBroker
David Golson is a registered investment advisor at Wells Fargo Advisors, based in Montgomery, AL, with 33 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
2660 Eastchase Ln Ste 301, Montgomery, AL, 36117
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2003Award / Judgment
Employment Separation After Allegations
February 1997Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 4 mos
Wells Fargo Advisors
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
A. G. Edwards & Sons, INC.
April 2006 - January 2008 · 1 yr 9 mos
A. G. Edwards & Sons, INC.Broker
March 2006 - January 2008 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - February 2006 · 3 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - February 2006 · 3 yrs 6 mos
Morgan Stanley
April 2000 - August 2002 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
June 1997 - August 2002 · 5 yrs 2 mos
Pruco Securities CorporationBroker
September 1992 - March 1997 · 4 yrs 6 mos
State Registrations17 states
ALAZCACOFLGAILLAMDMSNCOHRITNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.