David Robert Golson

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Montgomery, AL
• 11/2016 → 08/2026
  Wells Fargo Clearing Services, Llc
  Montgomery, AL
• 08/2026 → Present
  Stifel, Nicolaus & Company, Incorporated
  Montgomery, AL

Previous Registrations

• 2008-01-01 → 2026-08-25
  Wells Fargo Clearing Services, Llc
  Montgomery, AL
  Montgomery, AL
• 2006-04-20 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Montgomery, AL
• 2002-08-09 → 2006-02-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Montgomery, AL
  Montgomery, AL
• 2000-04-20 → 2002-08-13
  Morgan Stanley Dw Inc.
  Montgomery, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-10
• S63 Uniform Securities Agent State Law Examination
  1992-09-18