David Wilkins
David Wilkins is a registered investment advisor at Secure Retirement Advisors, LLC, based in Eloy, AZ, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 76 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Secure Retirement Advisors does not directly manage your investments. Instead, they refer you to CreativeOne Wealth LLC, a third-party investment manager. CreativeOne Wealth LLC charges between 1.30% and 1.95% of your investments annually. Secure Retirement Advisors receives 0.75% of the fee that CreativeOne Wealth LLC charges you.
Location
Eloy, AZ
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Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
David is an insurance agent, with over half of his revenue derived from his insurance practice and dedicating about 40% of his time to it. He also owns Cowboytown Arena, LLC and Cowboytown Farms, spending a few hours per week on each activity.
Employment History
Current Registrations
Secure Retirement Advisors, LLC
Previous Registrations
Secure Retirement Advisors, LLC
Kalos Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.