DD
DD

David Densmore

14 Years of Experience
Fort Walton Beach, FL
Broker

David Densmore is a registered investment advisor at Wells Fargo Advisors, based in Fort Walton Beach, FL, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

92 Eglin Parkway Ne, Fort Walton Beach, FL, 32548

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

David has 100% ownership in David R. Densmore LLC and Panhandle Affordable Homes LLC, and is trustee for David R. Densmore LLC 401k. He spends minimal time on the LLCs and a few hours per week on the mobile home dealership.

Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
April 2017 - March 2020 · 2 yrs 11 mos
Morgan StanleyBroker
April 2017 - March 2020 · 2 yrs 11 mos
Curian Capital, LLC
February 2016 - March 2016 · 1 mo
Jackson National Life Distributors LLCBroker
December 2015 - March 2017 · 1 yr 3 mos
Pioneer Institutional Asset Management, INC.
March 2012 - September 2015 · 3 yrs 6 mos
Pioneer Funds Distributor, INC.Broker
March 2012 - September 2015 · 3 yrs 6 mos
Columbia Management Investment Advisers, LLC
October 2011 - February 2012 · 4 mos
Columbia Management Investment Distributors, INC.Broker
September 2011 - February 2012 · 5 mos
Morgan Stanley Smith Barney LLC
August 2011 - September 2011 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2011 - September 2011 · 3 mos
State Registrations13 states
ALCACOCTFLGAINNCNYTXVAWAWI
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.