David Wells has been an investment adviser representative at DaVinci Financial Designs since May 2022, and is not listed among the firm’s executive officers or direct owners. David Wells holds a B.S. in Administrative/Business Management from Clemson University.
Davinci Financial Designs LLC is a Columbia, SC firm with $223M under management, 353 clients and 5 advisers in one office, as of its April 2026 filing.
David Wells is a Financial Planner at DaVinci Financial Designs. Wells has experience in the financial services industry since 1992, with a concentration in financial planning, retirement plans, retirement income positioning, wealth management, and business and estate planning.
David Wells’ longest registration was 28 years at Lincoln Financial Securities Corporation (1993–2022). Before joining DaVinci Financial Designs in 2022, David Wells was registered through Lincoln Financial Securities Corporation.
- Davinci Financial DesignsCurrent– present · 4 yearsColumbia, SC · Adviser representative · Firm CRD 163362
- Lincoln Financial Securities Corporation– · 28 yearsColumbia, SC · Adviser representative · Firm CRD 3870
Professional designations
Listed by DaVinci Financial Designs
- ChFC®
Investment adviser representative registrations
David Wells is registered as an investment adviser representative in 2 states. Each was approved in May 2022.
- South CarolinaSince 6 May 2022
- VirginiaSince 6 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 January 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 November 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 November 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Wallace Wells
- CRD
- 2679438
- Firm
- DaVinci Financial Designs · CRD 163362
- Office
- 5301 N. TRENHOLM ROAD, SUITE A, Columbia, SC 29206
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- davincifinancialdesigns.com
Where does David Wells work?
David Wells is an investment adviser representative registered through Davinci Financial Designs LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is David Wells a financial advisor?
Yes. David Wells has a current investment-adviser registration in South Carolina and Virginia, through DaVinci Financial Designs since May 2022.
How many years of experience does David Wells have?
David Wells has 33 years in the financial industry, since June 1993, across 2 adviser firms.
What exams has David Wells passed?
David Wells has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in November 1995. FINRA credited David Wells with the SIE, which began in October 2018.
Where is David Wells based?
David Wells’ registered office is in Columbia, SC.
Is David Wells registered with FINRA?
Yes. David Wells has a current broker registration, under CRD 2679438.
Source: FINRA BrokerCheck
How can I verify David Wells’ record?
Search CRD 2679438 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Wells’ full registration record.
