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David Scott Nowlin

WELTON INVESTMENT PARTNERS LLC·CARMEL, California
SIE, Series 3, Series 7, Series 24, Series 30, Series 63Clean recordWELTON INVESTMENT PARTNERS LLC
EASTWOOD BUILDING, CARMEL, CA 93921-6147CRD# 1447064Firm CRD# 172452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Scott Nowlin · CARMEL, CA
Registration
CRD #1447064 · WELTON INVESTMENT PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 30
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WELTON INVESTMENT PARTNERS LLC
CRD 172452 · SEC 801-80274
AUM
$440M
Regulatory assets under management
Employees
22
6 client accounts
Services offered by WELTON INVESTMENT PARTNERS LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at WELTON INVESTMENT PARTNERS LLC →
Introduction

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Frequently Asked Questions

What services does David Scott Nowlin offer?
David Scott Nowlin specializes in Investment Management, Retirement Planning. Contact their office in CARMEL, California for a consultation.
What are David Scott Nowlin's credentials?
David Scott Nowlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Nowlin located?
David Scott Nowlin is based in CARMEL, California, working with WELTON INVESTMENT PARTNERS LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does David Scott Nowlin charge for services?
David Scott Nowlin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELTON INVESTMENT PARTNERS LLC?
WELTON INVESTMENT PARTNERS LLC has approximately 22 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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