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David Len Best

Advisor at Wells Fargo Clearing — Shelby, NC E Marion St

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Shelby, NC 28150

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,141

Across 1,492 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

David Best is a financial advisor with Wells Fargo Clearing in Rutherfordton, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Shelby, NC E Marion St

1610 E Marion St Ste 150, Lakeside Commons Complex

Shelby NC 28150

Advisors at this office

1

Most active in

North Carolina · Texas

Work history

29 years of industry experience

Wells Fargo Clearing

2016 - Present • 10 years

Shelby, NC

Wells Fargo Advisors Llc

2009 - 2016 • 7 years

Shelby, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based
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Jackson W

Series 65

Shelby, NC

Mauney-Pitt Financial Management, Inc.

Jackson Wilson is a financial advisor at Mauney-Pitt Financial Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Jenkins Foods and attended The University of Tennessee, Knoxville. Mauney-Pitt Financial Management provides discretionary wealth management, comprehensive financial planning, and 3(38) retirement plan advisory services for individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, utilizing low-cost mutual funds and ETFs, and offers fiduciary services with ongoing oversight for plan sponsors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Bre Ann W

Series 65

Shelby, NC

Gragg Financial

Bre Ann Weaver is a financial advisor at Gragg Financial with a Series 65 designation and has been in the industry since 2024. Prior to joining Gragg Financial, she worked at Truist Bank for 11 years. Gragg Financial provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven investment philosophy focused on undervalued companies with strong fundamentals and offers both discretionary and non-discretionary portfolio management alongside tax and accounting services.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Jason G

PFS™, Series 65

Shelby, NC

Gragg Financial

Jason Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at CPS Investment Advisors from 2017 to 2025. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and combines its advisory services with Certified Public Accounting, offering income tax and accounting services alongside investment management.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
user avatar

Robert P

Series 63

Shelby, NC

Mauney-Pitt Financial Management, Inc.

Robert Pitt Jr. is a financial advisor with Mauney-Pitt Financial Management, Inc., holding a Series 63 credential and over 42 years of industry experience. He worked at Raymond James Financial Services from 1990 to 2026 before joining his current firm. He serves as trustee of his parents’ trust, managing its investments. Mauney-Pitt Financial Management provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and individual securities, with a team that manages approximately $418 million in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Gary G

PFS™, Series 65

Shelby, NC

Gragg Financial

Gary Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Gragg Financial, he worked at CPS Investment Advisors from 2017 to 2025. Outside of his advisory role, he is the owner of Revo Wifi LLC. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and offers portfolio management, financial planning, and consulting services, combining investment advisory with traditional income tax and accounting services.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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