Unclaimed Profile

David Craig Welborn

FLP WEALTH MANAGEMENT, LLC·BENTONVILLE, Arkansas

Series 65Clean record10 years registeredFLP WEALTH MANAGEMENT, LLC

1003 SE 14TH ST., BENTONVILLE, AR 72712CRD# 6643951Firm CRD# 294277

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Craig Welborn · BENTONVILLE, AR

Registration

CRD #6643951 · FLP WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

FAMILY LEGACY PLANNING

Jun 2018 – present

AE WEALTH MANAGEMENT, LLC

May 2016 – Mar 2020

BENTONVILLE, AR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 3, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLP WEALTH MANAGEMENT, LLC

CRD 294277 · SEC 801-130790

AUM

$112M

Regulatory assets under management

Employees

744 client accounts

Services offered by FLP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FLP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Craig Welborn offer?

David Craig Welborn specializes in Financial Planning, Investment Management. Contact their office in BENTONVILLE, Arkansas for a consultation.

What are David Craig Welborn's credentials?

David Craig Welborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Craig Welborn located?

David Craig Welborn is based in BENTONVILLE, Arkansas, working with FLP WEALTH MANAGEMENT, LLC. Their office serves clients in the BENTONVILLE metropolitan area and surrounding communities.

How does David Craig Welborn charge for services?

David Craig Welborn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLP WEALTH MANAGEMENT, LLC?

FLP WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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