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David Keith Welty

Avier Wealth Advisors

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About David Keith Welty

David Welty is a financial advisor with Avier Wealth Advisors. David has been in the financial services industry since 1995. David holds Series 7, 24, 31, 51 and 63 securities licenses and Series 65 investment advisor licenses. David is a Certified Financial Planner™.

Firm Information

David Welty is currently registered with Avier Wealth Advisors. Avier Wealth Advisors is a registered investment advisor based in Bellevue, WA. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals, and individuals other than high-net-worth. Their services are also available for educational seminars. The firm manages $785,980,266 in regulatory assets, including $639,607,054 in discretionary assets. They are active on various social media platforms, including Instagram, YouTube, LinkedIn, and Facebook.
Avier Wealth Advisors

10655 NE 4TH STREET

BELLEVUE, WA 98004

$785.98M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Welty’s Registration & Firm History

WA

04/17/2012 - Present

Avier Wealth Advisors (BELLEVUE WA)

WA

01/28/2000 - 11/02/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVUE WA)

GA

01/11/1996 - 01/28/2000

FSC SECURITIES CORPORATION (ATLANTA GA)

CA

12/20/1995 - 01/16/1996

TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)

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Licenses & Designations

IA

Issued 11/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/18/1999

Series 24 - General Securities Principal Examination

BC

Issued 08/25/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Keith Welty.
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