David Wilson
David Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Spartanburg, SC, with 7 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
109 Southport Rd, Spartanburg, SC, 29306
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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 the sole member of Summit Wealth Management, LLC, a marketing entity related to his Avantax financial services business, and an associate at Lee, MacBay, Hamilton & Associates, LLC, a public accounting firm where he spends nearly full-time. He also works as an insurance agent for Avantax Insurance Agency and/or Avantax Insurance Services, sells indexed annuities, and manages Southport Rd. Associates, LLC, which rents the office building to his CPA firm.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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