David Beldon (CRD# 4906283) is an Investment Advisor Representative working at Wells Fargo Advisors in Saint Louis, MO and has over 18 years of experience in the finance industry.
CRD# 6888880
Krilogy
CRD# 2390400
Oppenheimer & Company Inc.
CRD# 1012847
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | St Louis, MO | Aug 2018 - Current | 5 |
| Mercer Investments | Saint Louis, MO | May 2005 - Jul 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- MO
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
-
Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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