David Brownlow is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wilmington, NC, with 24 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
1979 Eastwood Road, Suite 104, Wilmington, NC, 28403
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
David has ownership in Oxbow Farm LLC (undeveloped hunting land) and JR Murchison & Partners LLC. He also serves as a board member for The Episcopal Foundation, co-trustee for JR Murchison & Partners LLC 401k, and secretary/treasurer for the Boys & Girls Club of Southeastern NC Foundation; these activities take up a significant amount of David's time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
State Registrations33 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.