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DAVID A. SIMON

First Vice President - Investment Officer

Address: 165 Township Line Road, Two Pitcairn Place, Suite 200, P.O. BOX 9013 , Jenkintown , PA 19046
Phone: 215-572-4242 | 800-223-7053 Fax: 215-572-4299

My Background

My Associate(s): Lizanne McCarthy, Senior Registered Client Associate

My Experience

2000 - Present : Wells Fargo Advisors, Senior Vice President
1991 - 2000 : PaineWebber, Vice President
1989 - 1991 : Kidder, Peabody & Co., Account Vice President
1988 - 1989 : Drexel Burnham Lambert, IST III

My Education & Credentials

AB in Public Policy & Religion-Duke University

My Areas of Focus

Securities Registered in the following states: AZ, CA, DE, FL, HI, NH, NJ, NM, OR, PA, VA
Insurance licensed in the following states: AZ, CA (Lic. # 0D45951), HI, NJ, NY, OR, PA, VA
DAVID A. SIMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Pennsylvania : Jenkintown Branch

Investment and Insurance Products:

Are Not insured by the FDIC or any other federal government agency
Are Not deposits of or guaranteed by a Bank
May Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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