David Wilson is a registered investment advisor at LPL Financial LLC, based in Yantis, TX, with 33 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Yantis, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business Activities
David owns Trinity Wealth Management, LLC, providing accounting, tax, and investment services, dedicating nearly full-time hours. He also owns David Wilson CPA LTD, a CPA firm, and serves as a board member/treasurer for St Andre House, a housing organization for mentally disabled adults, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations7 states
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.