David Welborn has been Managing Member and Chief Compliance Officer of FLP Wealth Management since February 2018, is a control person of the firm and directly owns 75% or more of it. David Welborn holds a Bachelor's Degree in Microbiology from the University of Arkansas.
FLP Wealth Management, LLC is a Bentonville, AR firm with $169M under management, 341 clients and 3 advisers across 2 offices, as of its August 2026 filing.
David Welborn is President of Family Legacy Planning. He started his own financial services company, and holds life, health and long-term care insurance licenses in Arkansas. He has spoken at financial and insurance conferences, where he has trained other advisors nationwide.
David Welborn’s longest registration is the current one, 8 years at FLP Wealth Management since 2018. Before joining FLP Wealth Management in 2018, David Welborn was registered through Ae Wealth Management, LLC.
- Family Legacy PlanningCurrent– present · 8 yearsBentonville, AR · Adviser representative · Firm CRD 294277
- Ae Wealth Management, LLC– · 3 yearsBentonville, AR · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
David Welborn is registered as an investment adviser representative in 2 states. The first approvals date from June 2018; the most recent is Louisiana, in August 2018.
- ArkansasSince 21 June 2018
- LouisianaSince 22 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Craig Welborn
- CRD
- 6643951
- Firm
- FLP Wealth Management · CRD 294277
- Role
- Managing Member and Chief Compliance Officer
- Office
- 1003 SE 14th St., Ste 15, Bentonville, AR 72712
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- familylegacyplanning.com
Where does David Welborn work?
David Welborn has been Managing Member and Chief Compliance Officer of FLP Wealth Management, LLC since February 2018, and is a control person of the firm.
Is David Welborn a financial advisor?
Yes. David Welborn has a current investment-adviser registration in Arkansas and Louisiana, through FLP Wealth Management since June 2018.
How many years of experience does David Welborn have?
David Welborn has 10 years in the financial industry, since May 2016, across 2 adviser firms.
What exams has David Welborn passed?
David Welborn passed the Series 65 in March 2016.
Where is David Welborn based?
David Welborn’s registered office is in Bentonville, AR.
Is David Welborn registered with FINRA?
No. David Welborn has no current broker registration.
How can I verify David Welborn’s record?
Search CRD 6643951 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Welborn’s full registration record.