Wilson David Investment Advisors
Wilson David Investment Advisors (CRD# 172841) is a financial advisory firm headquartered in Aiken, SC. They manage $212,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$106,000
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kathryn Hauer (CRD# 6380680) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 3 years of experience in the finance industry. Kathryn Hauer 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.
Martin Lunn (CRD# 6380672) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 3 years of experience in the finance industry.