David Wiggins is a registered investment advisor at Money Management Services INC, based in Birmingham, AL, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 504 clients with $390M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$389.2M
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Location
3410 Independence Drive, Birmingham, AL, 35209-5604
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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.
Learn about disclosures →Employment History
Current Registrations
Money Management Services INC
September 2020 - Present · 5 yrs 8 mos
State Registrations1 state
AL
Advisor
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.
Exams
No exam information available for this advisor.