David C Wilson
Investment adviser representative at LPL Financial LLC
33 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
33 years in the industry.
- LPL Financial, LLCMar 2026 to now
- David Wilson Cpa LtdSep 2012 to now
- Trinity Wealth Management, LLCAug 2009 to now
- Cetera Investment Advisers LLCMay 2007 to Mar 2026
- Cetera Financial Specialists LLCMay 1993 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2378267
- Firm CRD
- 6413