David Wilke (CRD# 2258159) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Atlanta, GA and has over 31 years of experience in the finance industry. David Wilke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
CRD# 5664472
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh, NC | Nov 2018 - Current | 5 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Nov 2018 - Current | 5 |
| Principal Life Insurance Co | Atlanta, GA | Oct 2005 - Nov 2018 | 13 |
| Princor Financial Services Corp | Atlanta, GA | Oct 2005 - Nov 2018 | 13 |
| Mag Mutual | Atlanta, GA | Aug 1997 - Sep 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management1,965MILLIONS
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Total Number of Accounts8,913ACCOUNTS
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Average Account Value$220,474
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