David Welty

from Avier Wealth Advisors
SEC regulated
Regulated Investment Advisor
David Welty is a financial advisor based in Washington, Bellevue, with 28 years of experience. David currently works for Avier Wealth Advisors. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Welty works at Avier Wealth Advisors
Avier Wealth Advisors is a financial advisory firm based in Bellevue, Washington. It currently has approximately $513,379,221 of assets under management and employs about 16 people. Avier Wealth Advisors uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
and a percentage of assets under your management
Office location
10655 Ne 4th Street, Suite 500, Bellevue, Washington, 98004

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