Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wilson is a financial advisor registered with Avantax Advisory Services in Dallas, Texas. David has been in the financial services industry since November 2018, and is licensed in North Carolina and South Carolina. David specializes in financial planning, retirement planning, estate planning, investment planning, and tax planning. David provides financial advisory services to clients, helping them determine and advise suitable financial direction. David also provides tax advice, retirement planning solutions, and estate planning solutions to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/03/2023 - Present
Avantax Advisory Services (DALLAS TX)
SC
02/16/2022 - 10/11/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Spartanburg SC)
SC
11/12/2018 - 02/21/2022
AVANTAX INVESTMENT SERVICES, INC. (Spartanburg SC)
BOTH
Issued 05/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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