David Walsh

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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
  Saint Louis, MO
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 07/2026 → Present
  Wells Fargo Advisors Financial Network
  St. Louis, MO

Previous Registrations

• 2007-02-23 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2007-02-20
• S63 Uniform Securities Agent State Law Examination
  2004-05-06

Designations

• Certified Financial Planner

Other Names

• David Paul Walsh