David Brian Loftus
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJan 2026 to now
- Cetera Investment Services LLCMar 2023 to Jan 2026
- Blue Ocean HarumamaOct 2022 to Sep 2024
- Assured Partners Insurance ServicesMay 2022 to Aug 2022
- Mr. Moto PizzaJun 2021 to Aug 2021
- San Diego State UniversityAug 2019 to Jun 2023
- Banzai BowlsMay 2019 to Aug 2019
- Newport Harbor High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7718848
- Firm CRD
- 11025