David Wilson, financial advisor Clackamas OR

David Wilson

CRD Number: 1050576
Current Firm: True North Retirement Advisors, LLC

David Wilson (CRD# 1050576) is an Investment Advisor Representative working at True North Retirement Advisors, LLC in Clackamas, OR and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
True North Retirement Advisors, LLC Clackamas, OR Jan 2018 - Current 6
Stifel Nicolaus & Co Inc. Portland, OR Mar 2009 - Jan 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for David G. Wilson
Phone Number: (503) 387-6869
Registered State(s):
  • CA
  • NH
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    357
    MILLIONS
  • Total Number of Accounts
    1,169
    ACCOUNTS
  • Average Account Value
    $305,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, NH, OR, TX, WA

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