David Wilkins is a CFP-designated registered investment advisor, based in New Bern, NC, with 18 years of industry experience.
Location
375 S Front Street, New Bern, NC, 28560
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Regulatory History
Clean regulatory record
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.
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David works as a sub-sales consultant for Pacy Daniel Wound Matrix, LLC, assisting with marketing efforts for medical care products. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Truist Investment Services, INC.
October 2024 - Present · 1 yr 7 mos
Truist Advisory Services, INC.
October 2024 - Present · 1 yr 7 mos
Truist Investment Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2007 - August 2024 · 16 yrs 11 mos
Wells Fargo Advisors
August 2007 - August 2024 · 17 yrs
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.