David Wilson
David Wilson is a registered investment advisor at International Assets Advisory, LLC, based in Oklahoma City, OK, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
13100 N. Macarthur Blvd, Oklahoma City, OK, 73142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent since 2005, dedicating nearly full-time hours to fixed insurance sales. He is also an agent with Smith-Wilson Insurance, spending about a quarter of his time there, and owns Choice Financial Services, Inc., spending about half his time there. David also has several other roles including USAF Academy Admission Liaison Officer, owner/member of Bull Six, LLC, and treasurer for two different associations.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations14 states
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