Janney Montgomery Scott
45yrs
Top advisor by experience in Pinehurst
22yrs
David Yoder
Financial advisor at Wells Fargo Advisors
David Yoder has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Pinehurst, North Carolina. After 11 years at Crown Capital Securities and three years at Consolidated Portfolio Review, David joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. David holds the CFP® designation.
One of 51 advisors with offices in Pinehurst, and one of 49 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 69% of advisors in North Carolina
Office100 Turnberry Way, Pinehurst, NC 28374
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2020Crown Capital Securities, L.P.Previously
- 2007 – 2009Consolidated Portfolio Review CorpPreviously
- Feb 2005 – Feb 2007Securian Financial Services, Inc.Previously
Contact David
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for David. 100 Turnberry WayPinehurst, NC 28374Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask David
Tailored to David’s registration and firm.
- 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 Wells Fargo Advisors at (314) 875-3000 and ask for David Yoder. David works from the Pinehurst, NC office.
How long has David been a financial advisor?
David has been in the industry since 2005, about 22 years. More experience than 69% of advisors in North Carolina.
What licenses does David hold?
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?
Wells Fargo Advisors 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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