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David Scott Wilson

Investment adviser representative at International Assets Investment Management, LLC
31 yearsExperience
1 stateRegistered in
$2.6BFirm assets
19 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
  • Pension consulting

Experience

31 years in the industry.

  1. International Assets Investment Management, LLCOct 2017 to now
  2. International Assets Advisory, LLCOct 2017 to now
  3. Civil Air PatrolApr 2005 to now
  4. Choice Financial PlanningDec 1997 to now
  5. Self EmployedJan 1995 to now
  6. Voya Financial AdvisorsSep 2014 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (OK).

International Assets Investment Management, LLC

$2.6BAssets managed
5,961Clients
100Advisers
19 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
2975346
Firm CRD
144426
Advisor's SEC record (opens in a new tab)
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