Unclaimed Profile

David Christopher Wells

WOODMONT INVESTMENT COUNSEL, LLC·NASHVILLE, Tennessee

Series 7, Series 63, Series 65, Series 86, Series 87Clean record9 years registeredWOODMONT INVESTMENT COUNSEL, LLC

401 COMMERCE STREET, NASHVILLE, TN 37219CRD# 4808556Firm CRD# 109779

Profile Verification

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

Identity

David Christopher Wells · NASHVILLE, TN

Registration

CRD #4808556 · WOODMONT INVESTMENT COUNSEL, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WOODMONT INVESTMENT COUNSEL, LLC

WOODMONT INVESTMENT COUNSEL, LLC

Aug 2016 – Jul 2019

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · August 29, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WOODMONT INVESTMENT COUNSEL, LLC

CRD 109779 · SEC 801-57961

AUM

$1.4B

Regulatory assets under management

Employees

1,299 client accounts

Services offered by WOODMONT INVESTMENT COUNSEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WOODMONT INVESTMENT COUNSEL, LLC →

Introduction

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Frequently Asked Questions

What services does David Christopher Wells offer?

David Christopher Wells specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are David Christopher Wells's credentials?

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

Where is David Christopher Wells located?

David Christopher Wells is based in NASHVILLE, Tennessee, last registered with WOODMONT INVESTMENT COUNSEL, LLC.

How does David Christopher Wells charge for services?

David Christopher Wells's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOODMONT INVESTMENT COUNSEL, LLC?

WOODMONT INVESTMENT COUNSEL, LLC has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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