DA
DA
David Anderson
48 Years of Experience
Bethesda, MD
4 DisclosuresBroker
David Anderson is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 48 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.
Loading...
Location
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 1996Settled
Customer Dispute
August 1994Settled
Customer Dispute
May 1994Settled
Customer Dispute
February 1994Settled
Other Business Activities
David has 100% ownership of Danderson121449, LLC, an investment-related business, since 2022. This takes nearly all of David's time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Wells Fargo Advisors
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - November 2021 · 9 mos
Truist Investment Services, INC.Broker
February 2021 - November 2021 · 9 mos
Bb&t Securities, LLCBroker
January 2014 - February 2021 · 7 yrs 1 mo
Bb&t Securities, LLC
January 2014 - February 2021 · 7 yrs 1 mo
RBC Capital Markets, LLCBroker
March 2009 - February 2014 · 4 yrs 11 mos
RBC Capital Markets, LLC
March 2009 - February 2014 · 4 yrs 11 mos
Ferris, Baker Watts, LLC
March 2003 - March 2009 · 6 yrs
Ferris, Baker Watts, LLCBroker
October 1989 - March 2009 · 19 yrs 5 mos
Ferris, Baker Watts IncorporatedBroker
September 1989 - October 1989 · 1 mo
Painewebber IncorporatedBroker
January 1980 - November 1989 · 9 yrs 10 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
June 1977 - January 1980 · 2 yrs 7 mos
State Registrations21 states
AZCOCTDCDEFLGAINMAMDMNNCNHNJNMNVNYPASCVAWV
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.