David Allen Shields
Investment adviser representative at Wealth Watch Advisors, Inc
19 yearsExperience
3 statesRegistered in
$612.4MFirm assets
11 yearsFirm in business
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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
19 years in the industry.
- Wealth Watch Partners, IncJan 2019 to now
- Wealth Watch Advisors, LLCJul 2015 to now
- Wealthmark Advisors, Inc.Jul 2007 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (MN, NC, TX).
Wealth Watch Advisors, Inc
$612.4MAssets managed
3,587Clients
52Advisers
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
- 6479001
- Firm CRD
- 172002