David
Wilson
Cambridge Investment Research Advisors, Inc
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About this Advisor
David Wilson is a financial advisor based out of Spartanburg, South Carolina with 1 year of relevant experience. Wilson is on the advisory team at Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Lee, Broome, Macbay & Associates, LLC, Woodruff-Roebuck Water District, Lee, Macbay, Hamilton & Associates, LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Ascend, LLC, Avantax Insurance Agency, LLC, Dewah, LLC, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Wilson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in South Carolina. Cambridge Investment Research Advisors, Inc is a financial advisory business that has its headquarters in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 people on staff. It controls $82 billion in assets between its 461,370 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 461,370 accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fees usually are based on which services the firm provides the client. However, fees billed by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
David Wilson Work History
David has been registered as a financial advisor for 1 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Dewah, LLC
Lee, Macbay, Hamilton & Associates, LLC
Avantax Insurance Agency, LLC
Ascend, LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Woodruff-Roebuck Water District
Lee, Broome, Macbay & Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Tulsa, OK
South Haven, MI
Glen Allen, VA
Houston, TX
Roanoke, TX
Staten Island, NY
Fairfield, IA
Ormond Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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