Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wellsand is a registered investment advisor representative with CX Institutional, LLC. David is a highly experienced advisor with a strong track record of success in the financial services industry. David has worked in a variety of roles throughout his career, including positions in financial services and non-financial services. David holds the Series 65 license and has a proven track record of providing investment advice to a wide range of clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
01/10/2025 - Present
CX Institutional, LLC (AUBURN IN)
Active
Inactive
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