David Doty, financial advisor Ada OK
93 score

David Doty

CRD Number: 4517244
Current Firm: Wilbanks Securities Advisory

David Doty (CRD# 4517244) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Ada, OK and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wilbanks Securities, Inc. Oklahoma City, OK Apr 2009 - Current 7
Ameritas Investment Corp Lincoln, NE Aug 2008 - Mar 2009 < 1
Harvest Financial Services Providence, RI Aug 2008 - Mar 2009 < 1
Ameritas Life Insurance Lincoln, NE Jul 2008 - Mar 2009 < 1
Union Central Life Insurance Lincoln, NE Jul 2008 - Mar 2009 < 1
Maffee Financial Newton, MA Jul 2006 - Jul 2008 2
Equity Services, Inc. Framingham, MA Jun 2006 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for David S. Doty
Phone Number: 405-842-0202
Registered State(s):
  • CA
  • OK
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $149,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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