David Wilson
David Wilson is a registered investment advisor at LPL Financial LLC, based in Burnsville, NC, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
291 E U.S. 19E, Burnsville, NC, 28714
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2020Customer Dispute
February 2020Employment Separation After Allegations
November 2019Customer Dispute
August 2015Other Business Activities
David is a general partner in Southern Spoon, LLC, manufacturing and distributing a specialty food item, dedicating minimal time to it. He also co-owns Wilson Real Estate, LLC with his wife, spending a few hours per week on residential home renovations and sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hancock Investment Services, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations6 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.