David Wise (CRD# 5677815) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 12 years of experience in the finance industry. David Wise 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# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hilltop Wealth Advisors, LLC | Chapel Hill, NC | Apr 2016 - Current | 8 |
| Ameriprise Financial Services, Inc. | Chapel Hill, NC | Sep 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- NC
-
Total Assets Under Management433MILLIONS
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Total Number of Accounts1,640ACCOUNTS
-
Average Account Value$263,841
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, IL, NC, NY, SC, TX, VA
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