David Booker is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 22 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 Retirement Planning. Their firm serves 466,575 clients with $250B 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
4242 Six Forks Road Suite 1550, [Satellite], Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a board member for Oceanfront Residence Club HOA, spending minimal time attending meetings. He also has 100% ownership of Clarity Wealth Management LLC, dedicating about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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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