Wells Fargo Advisors
47yrs
Top advisor by experience in The Woodlands
36yrs
David Dellinger has worked in the financial industry for 36 years and is a fiduciary financial advisor based in The Woodlands, Texas. David has been with Oppenheimer & Co. since 2020; before that, David spent three years at Advanced Income Solutions. Oppenheimer & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 583 advisors with offices in The Woodlands, and one of 547 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 6% by experience in The Woodlands
OfficeResearch Forest Lakeside Building 4 2445 Technology Forest Boulevard - Suite 510, The Woodlands, TX 77381
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowOppenheimer & Co. Inc.Current firm
- 2017 – 2020Advanced Income Solutions, LLCPreviously
Contact David
Local office(281) 363-7511Ask for David. (212) 668-8000Main office · New York, NY Research Forest Lakeside Building 4 2445 Technology Forest Boulevard - Suite 510The Woodlands, TX 77381Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (281) 363-7511 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for David Dellinger.
How long has David been a financial advisor?
David has been in the industry since 1991, about 36 years. Top 6% by experience in The Woodlands.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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