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David Andrew Hinshaw

Bmss Wesson Wealth Solutions

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About David Andrew Hinshaw

David Andrew Hinshaw is an investment advisor representative with Bmss Wesson Wealth Solutions. David has been in the industry since September 2020. David holds the Series 65 license, which is a Uniform Investment Adviser Law Examination. David is a Certified Financial Planner. David is licensed to advise in Alabama and Georgia. Bmss Wesson Wealth Solutions provides financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. They offer portfolio management services for individuals and businesses. They also provide educational seminars and publication of periodicals.

Firm Information

David Hinshaw is currently registered with Bmss Wesson Wealth Solutions. Bmss Wesson Wealth Solutions is an investment advisor based in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. They manage approximately $493 million in assets for 859 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
Bmss Wesson Wealth Solutions

3500 COLONNADE PARKWAY

BIRMINGHAM, AL 35243

$493.48M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Hinshaw’s Registration & Firm History

AL

02/05/2025 - Present

Bmss Wesson Wealth Solutions (Birmingham AL)

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Licenses & Designations

IA

Issued 02/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Andrew Hinshaw.
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