David Wallace Wells
Investment adviser representative at Davinci Financial Designs
18 yearsExperience
2 statesRegistered in
$222.8MFirm assets
11 yearsFirm in business
Are you David Wallace Wells? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Davinci Financial DesignsMay 2022 to now
- LPL FinancialMay 2022 to now
- Lincoln Financial Securities CorporationJul 2008 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (SC, VA).
Davinci Financial Designs
Legal name: Davinci Financial Designs LLC
$222.8MAssets managed
353Clients
5Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2679438
- Firm CRD
- 163362