DW
DW

Dirk Wall

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

Loading...

Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

Get directions

History

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dirk is an owner and life insurance agent at Solid Wealth Company, selling life insurance since 2014. This activity takes about a quarter of his time.

Employment History
Current Registrations
Bison Wealth, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Truadvice LLC
August 2018 - December 2023 · 5 yrs 4 mos
Global Financial Private Capital, LLC
July 2012 - August 2018 · 6 yrs 1 mo
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Dirk Wall - Financial Advisor | TrueAdvisor