David Wilson
Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Yantis, TX
Credentials
Series 63, Series 65
Industry experience
32 years
David Wilson is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 1993. Wilson is also the owner of David Wilson CPA Ltd., a CPA firm providing accounting, tax planning, and corporate financial consulting services, and he serves as a board member and treasurer for St. Andre House, an organization offering housing for mentally disabled adults. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Yantis, TX
Texas
LPL Financial, llc
2026 - Present (1 year)
David Wilson Cpa Ltd
2012 - Present (14 years)
Trinity Wealth Management, LLC
2009 - Present (17 years)
Cetera
2007 - 2026 (19 years)
CETERA Financial Specialists LLC
1993 - 2026 (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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