Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Wilke is a financial advisor registered with Capital Investment Advisory Services, LLC. David has been in the financial services industry since 1992 and is registered to provide investment advice in Georgia. David has experience in the financial services industry with a focus on providing financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
11/29/2018 - Present
Capital Investment Advisory Services, LLC (ATLANTA GA)
GA
10/27/2005 - 11/14/2018
PRINCIPAL SECURITIES, INC. (Atlanta GA)
AL
06/16/1997 - 11/01/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
08/21/1996 - 05/20/1997
MANEQUITY, INC. (BOSTON MA)
MA
08/03/1992 - 08/09/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/03/1992 - 08/09/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/06/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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