AdvisorOS Directory
Claim Profile
DW

David Christopher Wells

WOODMONT INVESTMENT COUNSEL, LLC·NASHVILLE, Tennessee
Unclaimed Profile
401 COMMERCE STREET, NASHVILLE, TN 37219CRD# 4808556Firm CRD# 109779
01

About

David Christopher Wells is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with WOODMONT INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOODMONT INVESTMENT COUNSEL, LLC
WOODMONT INVESTMENT COUNSEL, LLC
AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WOODMONT INVESTMENT COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4808556
Firm CRD# 109779
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NASHVILLE?

Browse all registered financial advisors in NASHVILLE, Tennessee or claim this profile if it's yours.

Browse NASHVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Christopher Wells offer?
David Christopher Wells specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
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, working with WOODMONT INVESTMENT COUNSEL, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WOODMONT INVESTMENT COUNSEL, LLC

Stephen Adler Frohsin
NASHVILLE, TN
Carolyn Grace Bennett
NASHVILLE, TN
James Conner
NASHVILLE, TN
Paul Hubert Kuhn
NASHVILLE, TN
Will E Settle
NASHVILLE, TN
Brian James Kopinski
NASHVILLE, TN

More Advisors in NASHVILLE, Tennessee

Iii Eldon Thoma
LOCALSHARES, INC.·NASHVILLE, TN
Laurence Edward Cranch
ALLIANCEBERNSTEIN L.P.·NASHVILLE, TN
Rajeev Joseph Amara
ARCLINE INVESTMENT MANAGEMENT LP·NASHVILLE, TN
Brittani Danielle Littleton
FORM ADVISORY GROUP LLC·NASHVILLE, TN
Carlota Hermann Holton
NESTED RAILS, LLC·NASHVILLE, TN
Chris Bricker
PINNACLE ADVISORY SERVICES INC.·NASHVILLE, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)NASHVILLLE (10)
City Guides
MEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile