Advanced Financial Solutions, Inc.
Advanced Financial Solutions, Inc. (CRD# 121538) is a financial advisory firm headquartered in Boise, ID. They manage $11,069,357 in 186 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts186ACCOUNTS
Average Account Value$59,513
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
David Wilhite (CRD# 1100003) is an Investment Advisor Representative working at Advanced Financial Solutions, Inc. in Boise, ID and has over 35 years of experience in the finance industry. David Wilhite 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.