David Wilson
David Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Yantis, TX, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations8 states
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