Wilson David Investment Advisors

Wilson David Investment Advisors (CRD# 172841) is a financial advisory firm headquartered in Aiken, SC. They manage $4,170,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
227 Gateway Drive, Ste. 159, Aiken, SC 29803
http://www.wilsondavid.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $231,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Wilson David Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Kathryn Hauer, financial advisor Aiken SC
Kathryn B. Hauer
CRD#: 6380680
Aiken, SC

Kathryn Hauer (CRD# 6380680) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 9 years of experience in the finance industry.

2
Patrick Hauer, financial advisor Aiken SC
Patrick C. Hauer
CRD#: 6569959
227 Gateway Drive, #159, Aiken, SC 29803

Patrick Hauer (CRD# 6569959) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 8 years of experience in the finance industry.

3
Martin Lunn, financial advisor Aiken SC
Martin D. Lunn
CRD#: 6380672
Aiken, SC

Martin Lunn (CRD# 6380672) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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