David Lindstedt
David Lindstedt is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Rolling Hills Estates, CA, with 23 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.
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
500 Silver Spur Rd, 3rd Fl Ste 300, Rolling Hills Estates, CA, 90275
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
David is a model/actor, a rental property owner, has a loan, is a co-trustee for his father's trust, a board member of a homeowner's association, and executor of a family estate. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations9 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.
Exams
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