David Allen Vose

Wealth Asset Managers

33 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Wealth Asset Managers

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

2,058 clients

Average Client Portfolio

$118K average

Assets Under Management

$242.5M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

9718 N Morton Ct, Spokane, WA, 99218

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wealth Asset Managers

March 1997 - Present · 28 yrs 11 mos

Nelson Securities,inc.Broker

July 1992 - Present · 33 yrs 7 mos

State Registrations44 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.